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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 | $24,812 | $202,342-87.7% | $172,752-85.6% | $152,897-83.8% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 28.27% | 1029.83%-1001.6pp | 802.97%-774.7pp | 345.43%-317.2pp |
| Employer contribution / active EE | $1,904 | $5,858-67.5% | $5,144-63.0% | $4,764-60.0% |
| Participant deferral / active EE | $4,556 | $5,948-23.4% | $5,198-12.3% | $5,851-22.1% |
| Admin fee / account holder | $1,223 | $17,111-92.9% | $13,955-91.2% | $11,599-89.5% |