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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 | $14,179 | $160,028-91.1% | $147,080-90.4% | $145,884-90.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 54.45% | 98.60%-44.2pp | 420.17%-365.7pp | 551.85%-497.4pp |
| Employer contribution / active EE | $1,966 | $5,286-62.8% | $4,933-60.2% | $4,662-57.8% |
| Participant deferral / active EE | $3,706 | $8,422-56.0% | $8,066-54.1% | $6,690-44.6% |
| Admin fee / account holder | $500 | $15,030-96.7% | $12,989-96.2% | $13,392-96.3% |