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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 | $16,834 | $160,040-89.5% | $147,096-88.6% | $145,877-88.5% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 11.02% | 98.49%-87.5pp | 419.75%-408.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,736 | $5,289-67.2% | $4,936-64.8% | $4,663-62.8% |
| Participant deferral / active EE | $2,831 | $8,429-66.4% | $8,071-64.9% | $6,691-57.7% |
| Admin fee / account holder | $2,379 | $15,050-84.2% | $13,005-81.7% | $13,402-82.2% |