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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 | $28,629 | $202,342-85.9% | $172,752-83.4% | $152,897-81.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 26.21% | 1029.83%-1003.6pp | 802.97%-776.8pp | 345.43%-319.2pp |
| Employer contribution / active EE | $3,493 | $5,858-40.4% | $5,144-32.1% | $4,764-26.7% |
| Participant deferral / active EE | $5,688 | $5,948-4.4% | $5,198+9.4% | $5,851-2.8% |
| Admin fee / account holder | $5,216 | $17,111-69.5% | $13,955-62.6% | $11,599-55.0% |