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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 | $11,943 | $160,040-92.5% | $147,096-91.9% | $145,877-91.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 28.47% | 98.49%-70.0pp | 419.75%-391.3pp | 551.28%-522.8pp |
| Employer contribution / active EE | $2,134 | $5,289-59.7% | $4,936-56.8% | $4,663-54.2% |
| Participant deferral / active EE | $11,539 | $8,429+36.9% | $8,071+43.0% | $6,691+72.5% |
| Admin fee / account holder | $341 | $15,050-97.7% | $13,005-97.4% | $13,402-97.5% |