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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 | $9,911 | $160,028-93.8% | $147,080-93.3% | $145,884-93.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 66.54% | 98.60%-32.1pp | 420.17%-353.6pp | 551.85%-485.3pp |
| Employer contribution / active EE | $2,393 | $5,286-54.7% | $4,933-51.5% | $4,662-48.7% |
| Participant deferral / active EE | $11,494 | $8,422+36.5% | $8,066+42.5% | $6,690+71.8% |
| Admin fee / account holder | $1,425 | $15,030-90.5% | $12,989-89.0% | $13,392-89.4% |