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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 | $10,978 | $160,028-93.1% | $147,080-92.5% | $145,884-92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.10% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $4,839 | $5,286-8.5% | $4,933-1.9% | $4,662+3.8% |
| Participant deferral / active EE | $8,081 | $8,422-4.0% | $8,066+0.2% | $6,690+20.8% |
| Admin fee / account holder | $1,173 | $15,030-92.2% | $12,989-91.0% | $13,392-91.2% |