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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 | $15,063 | $160,070-90.6% | $147,117-89.8% | $145,897-89.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 15.37% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,700 | $5,285-48.9% | $4,932-45.3% | $4,663-42.1% |
| Participant deferral / active EE | $3,812 | $8,419-54.7% | $8,065-52.7% | $6,689-43.0% |
| Admin fee / account holder | $1,075 | $15,035-92.9% | $12,993-91.7% | $13,390-92.0% |