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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 | $159,978-90.4% | $147,041-89.6% | $145,978-89.5% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 108.81% | 98.36%+10.4pp | 419.21%-310.4pp | 550.52%-441.7pp |
| Employer contribution / active EE | $2,473 | $5,288-53.2% | $4,935-49.9% | $4,662-47.0% |
| Participant deferral / active EE | $5,023 | $8,429-40.4% | $8,071-37.8% | $6,690-24.9% |
| Admin fee / account holder | $1,860 | $15,053-87.6% | $13,006-85.7% | $13,400-86.1% |