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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 | $13,084 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.64% | 98.49%-64.9pp | 419.75%-386.1pp | 551.28%-517.6pp |
| Employer contribution / active EE | $4,466 | $5,289-15.6% | $4,936-9.5% | $4,663-4.2% |
| Participant deferral / active EE | $7,805 | $8,429-7.4% | $8,071-3.3% | $6,691+16.7% |
| Admin fee / account holder | $489 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |