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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 | $13,241 | $160,070-91.7% | $147,117-91.0% | $145,897-90.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.05% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $8,319 | $5,285+57.4% | $4,932+68.7% | $4,663+78.4% |
| Participant deferral / active EE | $7,765 | $8,419-7.8% | $8,065-3.7% | $6,689+16.1% |
| Admin fee / account holder | $1,811 | $15,035-88.0% | $12,993-86.1% | $13,390-86.5% |