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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 | $12,574 | $159,978-92.1% | $147,041-91.4% | $145,978-91.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.25% | 98.36%-79.1pp | 419.21%-400.0pp | 550.52%-531.3pp |
| Employer contribution / active EE | $2,481 | $5,288-53.1% | $4,935-49.7% | $4,662-46.8% |
| Participant deferral / active EE | $3,648 | $8,429-56.7% | $8,071-54.8% | $6,690-45.5% |
| Admin fee / account holder | $879 | $15,053-94.2% | $13,006-93.2% | $13,400-93.4% |