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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,385 | $160,040-92.3% | $147,096-91.6% | $145,877-91.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 19.75% | 98.49%-78.7pp | 419.75%-400.0pp | 551.28%-531.5pp |
| Employer contribution / active EE | $4,541 | $5,289-14.1% | $4,936-8.0% | $4,663-2.6% |
| Participant deferral / active EE | $5,924 | $8,429-29.7% | $8,071-26.6% | $6,691-11.5% |
| Admin fee / account holder | $3,508 | $15,050-76.7% | $13,005-73.0% | $13,402-73.8% |