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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 | $23,662 | $209,422-88.7% | $178,503-86.7% | $158,982-85.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.08% | 188.81%-170.7pp | 151.12%-133.0pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,204 | $5,707-78.9% | $5,011-76.0% | $4,763-74.7% |
| Participant deferral / active EE | $7,749 | $5,955+30.1% | $5,202+48.9% | $5,983+29.5% |
| Admin fee / account holder | $522 | $17,079-96.9% | $13,987-96.3% | $11,252-95.4% |