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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 | $10,063 | $175,259-94.3% | $149,723-93.3% | $139,487-92.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 58.32% | 166.82%-108.5pp | 134.50%-76.2pp | 373.84%-315.5pp |
| Employer contribution / active EE | $2,062 | $5,478-62.4% | $4,821-57.2% | $4,755-56.6% |
| Participant deferral / active EE | $4,076 | $6,522-37.5% | $5,682-28.3% | $6,713-39.3% |
| Admin fee / account holder | $625 | $16,158-96.1% | $13,215-95.3% | $11,407-94.5% |