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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 | $8,900 | $160,040-94.4% | $147,096-93.9% | $145,877-93.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 11.86% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,602 | $5,289-69.7% | $4,936-67.6% | $4,663-65.7% |
| Participant deferral / active EE | $3,545 | $8,429-57.9% | $8,071-56.1% | $6,691-47.0% |
| Admin fee / account holder | $1,767 | $15,050-88.3% | $13,005-86.4% | $13,402-86.8% |