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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 | $15,145 | $160,040-90.5% | $147,096-89.7% | $145,877-89.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 12.68% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,088 | $5,289-41.6% | $4,936-37.4% | $4,663-33.8% |
| Participant deferral / active EE | $4,150 | $8,429-50.8% | $8,071-48.6% | $6,691-38.0% |
| Admin fee / account holder | $2,311 | $15,050-84.6% | $13,005-82.2% | $13,402-82.8% |