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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 | $13,631 | $160,028-91.5% | $147,080-90.7% | $145,884-90.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.34% | 98.60%-84.3pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,874 | $5,286-64.5% | $4,933-62.0% | $4,662-59.8% |
| Participant deferral / active EE | $4,402 | $8,422-47.7% | $8,066-45.4% | $6,690-34.2% |
| Admin fee / account holder | $940 | $15,030-93.7% | $12,989-92.8% | $13,392-93.0% |