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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 | $16,299 | $184,000-91.1% | $162,185-90.0% | $152,909-89.3% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 44.93% | 150.80%-105.9pp | 115.61%-70.7pp | 345.46%-300.5pp |
| Employer contribution / active EE | $2,528 | $6,370-60.3% | $5,613-55.0% | $4,764-46.9% |
| Participant deferral / active EE | $4,294 | $8,033-46.5% | $7,297-41.2% | $5,851-26.6% |
| Admin fee / account holder | $2,469 | $13,124-81.2% | $10,844-77.2% | $11,601-78.7% |