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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 | $18,022 | $202,342-91.1% | $172,753-89.6% | $152,909-88.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.78% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $7,657 | $5,857+30.7% | $5,144+48.9% | $4,764+60.7% |
| Participant deferral / active EE | $8,162 | $5,948+37.2% | $5,198+57.0% | $5,851+39.5% |
| Admin fee / account holder | $1,670 | $17,112-90.2% | $13,956-88.0% | $11,601-85.6% |