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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 | $17,883 | $202,342-91.2% | $172,753-89.6% | $152,909-88.3% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 17.28% | 1029.88%-1012.6pp | 803.00%-785.7pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,885 | $5,857-67.8% | $5,144-63.4% | $4,764-60.4% |
| Participant deferral / active EE | $2,262 | $5,948-62.0% | $5,198-56.5% | $5,851-61.3% |
| Admin fee / account holder | $506 | $17,112-97.0% | $13,956-96.4% | $11,601-95.6% |