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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 | $11,366 | $132,634-91.4% | $115,768-90.2% | $137,256-91.7% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.4%-1.1pp | 80.0%-6.6pp |
| Annual return | 138.51% | 160.70%-22.2pp | 100.46%+38.0pp | 220.34%-81.8pp |
| Employer contribution / active EE | $2,439 | $3,360-27.4% | $2,940-17.0% | $4,156-41.3% |
| Participant deferral / active EE | $4,851 | $5,619-13.7% | $4,917-1.3% | $6,407-24.3% |
| Admin fee / account holder | $4,136 | $15,028-72.5% | $12,439-66.7% | $12,270-66.3% |