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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 | $22,161 | $202,342-89.0% | $172,752-87.2% | $152,897-85.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.36% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $2,329 | $5,858-60.2% | $5,144-54.7% | $4,764-51.1% |
| Participant deferral / active EE | $3,540 | $5,948-40.5% | $5,198-31.9% | $5,851-39.5% |
| Admin fee / account holder | $1,598 | $17,111-90.7% | $13,955-88.5% | $11,599-86.2% |