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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 | $10,637 | $138,102-92.3% | $125,381-91.5% | $134,532-92.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 34.01% | 750.73%-716.7pp | 572.31%-538.3pp | 418.27%-384.3pp |
| Employer contribution / active EE | $4,245 | $5,245-19.1% | $4,815-11.8% | $4,741-10.5% |
| Participant deferral / active EE | $9,530 | $7,801+22.2% | $7,448+28.0% | $6,401+48.9% |
| Admin fee / account holder | $1,926 | $11,568-83.4% | $10,007-80.8% | $11,429-83.2% |