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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 | $23,520 | $202,345-88.4% | $172,755-86.4% | $152,885-84.6% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 24.52% | 1029.77%-1005.3pp | 802.94%-778.4pp | 345.39%-320.9pp |
| Employer contribution / active EE | $2,059 | $5,858-64.9% | $5,144-60.0% | $4,763-56.8% |
| Participant deferral / active EE | $4,335 | $5,948-27.1% | $5,198-16.6% | $5,851-25.9% |
| Admin fee / account holder | $3,573 | $17,111-79.1% | $13,955-74.4% | $11,598-69.2% |