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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 | $160,028-92.3% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 19.75% | 98.60%-78.9pp | 420.17%-400.4pp | 551.85%-532.1pp |
| Employer contribution / active EE | $4,541 | $5,286-14.1% | $4,933-7.9% | $4,662-2.6% |
| Participant deferral / active EE | $5,924 | $8,422-29.7% | $8,066-26.6% | $6,690-11.4% |
| Admin fee / account holder | $3,508 | $15,030-76.7% | $12,989-73.0% | $13,392-73.8% |