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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 | $15,986 | $160,070-90.0% | $147,117-89.1% | $145,897-89.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 19.15% | 98.69%-79.5pp | 420.54%-401.4pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,984 | $5,285-43.5% | $4,932-39.5% | $4,663-36.0% |
| Participant deferral / active EE | $4,359 | $8,419-48.2% | $8,065-46.0% | $6,689-34.8% |
| Admin fee / account holder | $1,348 | $15,035-91.0% | $12,993-89.6% | $13,390-89.9% |