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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 | $7,418 | $160,040-95.4% | $147,096-95.0% | $145,877-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.93% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,944 | $5,289-63.3% | $4,936-60.6% | $4,663-58.3% |
| Participant deferral / active EE | $2,861 | $8,429-66.1% | $8,071-64.6% | $6,691-57.2% |
| Admin fee / account holder | $349 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |