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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 | $16,174 | $160,040-89.9% | $147,096-89.0% | $145,877-88.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.61% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,203 | $5,289-77.3% | $4,936-75.6% | $4,663-74.2% |
| Participant deferral / active EE | $4,283 | $8,429-49.2% | $8,071-46.9% | $6,691-36.0% |
| Admin fee / account holder | $1,144 | $15,050-92.4% | $13,005-91.2% | $13,402-91.5% |