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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 | $26,394 | $202,345-87.0% | $172,755-84.7% | $152,885-82.7% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 20.40% | 1029.77%-1009.4pp | 802.94%-782.5pp | 345.39%-325.0pp |
| Employer contribution / active EE | $2,610 | $5,858-55.4% | $5,144-49.3% | $4,763-45.2% |
| Participant deferral / active EE | $5,019 | $5,948-15.6% | $5,198-3.4% | $5,851-14.2% |
| Admin fee / account holder | $1,366 | $17,111-92.0% | $13,955-90.2% | $11,598-88.2% |