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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 | $27,924 | $209,847-86.7% | $189,520-85.3% | $167,518-83.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 27.65% | 748.45%-720.8pp | 555.25%-527.6pp | 478.71%-451.1pp |
| Employer contribution / active EE | $1,966 | $6,913-71.6% | $6,161-68.1% | $4,838-59.4% |
| Participant deferral / active EE | $12,474 | $8,934+39.6% | $8,220+51.7% | $6,342+96.7% |
| Admin fee / account holder | $2,494 | $14,295-82.6% | $12,046-79.3% | $12,312-79.7% |