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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 | $30,572 | $202,342-84.9% | $172,752-82.3% | $152,897-80.0% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 22.10% | 1029.83%-1007.7pp | 802.97%-780.9pp | 345.43%-323.3pp |
| Employer contribution / active EE | $2,706 | $5,858-53.8% | $5,144-47.4% | $4,764-43.2% |
| Participant deferral / active EE | $3,824 | $5,948-35.7% | $5,198-26.4% | $5,851-34.6% |
| Admin fee / account holder | $6,093 | $17,111-64.4% | $13,955-56.3% | $11,599-47.5% |