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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 | $11,699 | $160,028-92.7% | $147,080-92.0% | $145,884-92.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.44% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,119 | $5,286-78.8% | $4,933-77.3% | $4,662-76.0% |
| Participant deferral / active EE | $4,745 | $8,422-43.7% | $8,066-41.2% | $6,690-29.1% |
| Admin fee / account holder | $2,033 | $15,030-86.5% | $12,989-84.3% | $13,392-84.8% |