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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 | $28,215 | $184,000-84.7% | $162,185-82.6% | $152,909-81.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.02% | 150.80%-133.8pp | 115.61%-98.6pp | 345.46%-328.4pp |
| Employer contribution / active EE | $1,931 | $6,370-69.7% | $5,613-65.6% | $4,764-59.5% |
| Participant deferral / active EE | $7,890 | $8,033-1.8% | $7,297+8.1% | $5,851+34.8% |
| Admin fee / account holder | $378 | $13,124-97.1% | $10,844-96.5% | $11,601-96.7% |