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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 | $12,542 | $160,040-92.2% | $147,096-91.5% | $145,877-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.13% | 98.49%-79.4pp | 419.75%-400.6pp | 551.28%-532.2pp |
| Employer contribution / active EE | $4,904 | $5,289-7.3% | $4,936-0.6% | $4,663+5.2% |
| Participant deferral / active EE | $7,050 | $8,429-16.4% | $8,071-12.7% | $6,691+5.4% |
| Admin fee / account holder | $2,092 | $15,050-86.1% | $13,005-83.9% | $13,402-84.4% |