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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 | $16,855 | $160,028-89.5% | $147,080-88.5% | $145,884-88.4% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 26.44% | 98.60%-72.2pp | 420.17%-393.7pp | 551.85%-525.4pp |
| Employer contribution / active EE | $2,371 | $5,286-55.1% | $4,933-51.9% | $4,662-49.1% |
| Participant deferral / active EE | $7,071 | $8,422-16.0% | $8,066-12.3% | $6,690+5.7% |
| Admin fee / account holder | $655 | $15,030-95.6% | $12,989-95.0% | $13,392-95.1% |