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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 | $19,197 | $176,077-89.1% | $159,455-88.0% | $167,518-88.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.28% | 331.83%-313.5pp | 263.63%-245.3pp | 478.71%-460.4pp |
| Employer contribution / active EE | $1,179 | $5,298-77.8% | $4,830-75.6% | $4,838-75.6% |
| Participant deferral / active EE | $2,862 | $7,751-63.1% | $7,353-61.1% | $6,342-54.9% |
| Admin fee / account holder | $1,778 | $12,556-85.8% | $10,800-83.5% | $12,312-85.6% |