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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 | $13,294 | $160,070-91.7% | $147,117-91.0% | $145,897-90.9% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 14.22% | 98.69%-84.5pp | 420.54%-406.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,560 | $5,285-70.5% | $4,932-68.4% | $4,663-66.5% |
| Participant deferral / active EE | $3,519 | $8,419-58.2% | $8,065-56.4% | $6,689-47.4% |
| Admin fee / account holder | $2,165 | $15,035-85.6% | $12,993-83.3% | $13,390-83.8% |