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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 | $12,843 | $159,978-92.0% | $147,041-91.3% | $145,978-91.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 28.55% | 98.36%-69.8pp | 419.21%-390.7pp | 550.52%-522.0pp |
| Employer contribution / active EE | $4,297 | $5,288-18.7% | $4,935-12.9% | $4,662-7.8% |
| Participant deferral / active EE | $4,773 | $8,429-43.4% | $8,071-40.9% | $6,690-28.6% |
| Admin fee / account holder | $4,947 | $15,053-67.1% | $13,006-62.0% | $13,400-63.1% |