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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 | $11,384 | $159,978-92.9% | $147,041-92.3% | $145,978-92.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 35.97% | 98.36%-62.4pp | 419.21%-383.2pp | 550.52%-514.5pp |
| Employer contribution / active EE | $4,778 | $5,288-9.6% | $4,935-3.2% | $4,662+2.5% |
| Participant deferral / active EE | $7,034 | $8,429-16.6% | $8,071-12.9% | $6,690+5.1% |
| Admin fee / account holder | $5,797 | $15,053-61.5% | $13,006-55.4% | $13,400-56.7% |