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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 | $13,038 | $160,070-91.9% | $147,117-91.1% | $145,897-91.1% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 20.24% | 98.69%-78.4pp | 420.54%-400.3pp | 552.29%-532.0pp |
| Employer contribution / active EE | $1,378 | $5,285-73.9% | $4,932-72.1% | $4,663-70.4% |
| Participant deferral / active EE | $3,879 | $8,419-53.9% | $8,065-51.9% | $6,689-42.0% |
| Admin fee / account holder | $2,967 | $15,035-80.3% | $12,993-77.2% | $13,390-77.8% |