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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 | $15,358 | $160,070-90.4% | $147,117-89.6% | $145,897-89.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 108.81% | 98.69%+10.1pp | 420.54%-311.7pp | 552.29%-443.5pp |
| Employer contribution / active EE | $2,473 | $5,285-53.2% | $4,932-49.9% | $4,663-47.0% |
| Participant deferral / active EE | $5,023 | $8,419-40.3% | $8,065-37.7% | $6,689-24.9% |
| Admin fee / account holder | $1,860 | $15,035-87.6% | $12,993-85.7% | $13,390-86.1% |