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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 | $13,115 | $160,070-91.8% | $147,117-91.1% | $145,897-91.0% |
| Participation rate | 77.3% | 84.0%-6.8pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 17.42% | 98.69%-81.3pp | 420.54%-403.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,547 | $5,285-51.8% | $4,932-48.4% | $4,663-45.4% |
| Participant deferral / active EE | $6,554 | $8,419-22.2% | $8,065-18.7% | $6,689-2.0% |
| Admin fee / account holder | $537 | $15,035-96.4% | $12,993-95.9% | $13,390-96.0% |