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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 | $22,201 | $226,135-90.2% | $182,558-87.8% | $152,909-85.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 36.56% | 192.60%-156.0pp | 148.59%-112.0pp | 345.46%-308.9pp |
| Employer contribution / active EE | $1,126 | $4,979-77.4% | $4,076-72.4% | $4,764-76.4% |
| Participant deferral / active EE | $5,123 | $6,371-19.6% | $5,526-7.3% | $5,851-12.4% |
| Admin fee / account holder | $919 | $10,707-91.4% | $8,594-89.3% | $11,601-92.1% |