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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 | $15,601 | $160,070-90.3% | $147,117-89.4% | $145,897-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $10,738 | $5,285+103.2% | $4,932+117.7% | $4,663+130.3% |
| Participant deferral / active EE | $20,027 | $8,419+137.9% | $8,065+148.3% | $6,689+199.4% |
| Admin fee / account holder | $10,966 | $15,035-27.1% | $12,993-15.6% | $13,390-18.1% |