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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 | $9,879 | $160,070-93.8% | $147,117-93.3% | $145,897-93.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.97% | 98.69%-88.7pp | 420.54%-410.6pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,710 | $5,285-67.6% | $4,932-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $4,336 | $8,419-48.5% | $8,065-46.2% | $6,689-35.2% |
| Admin fee / account holder | $9,095 | $15,035-39.5% | $12,993-30.0% | $13,390-32.1% |