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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 | $13,908 | $160,070-91.3% | $147,117-90.5% | $145,897-90.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 25.33% | 98.69%-73.4pp | 420.54%-395.2pp | 552.29%-527.0pp |
| Employer contribution / active EE | $3,446 | $5,285-34.8% | $4,932-30.1% | $4,663-26.1% |
| Participant deferral / active EE | $11,057 | $8,419+31.3% | $8,065+37.1% | $6,689+65.3% |
| Admin fee / account holder | $412 | $15,035-97.3% | $12,993-96.8% | $13,390-96.9% |