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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 | $17,104 | $160,028-89.3% | $147,080-88.4% | $145,884-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.35% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,700 | $5,286-67.8% | $4,933-65.5% | $4,662-63.5% |
| Participant deferral / active EE | $4,592 | $8,422-45.5% | $8,066-43.1% | $6,690-31.4% |
| Admin fee / account holder | $2,648 | $15,030-82.4% | $12,989-79.6% | $13,392-80.2% |