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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 | $25,666 | $202,345-87.3% | $172,755-85.1% | $152,885-83.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 19.87% | 1029.77%-1009.9pp | 802.94%-783.1pp | 345.39%-325.5pp |
| Employer contribution / active EE | $1,293 | $5,858-77.9% | $5,144-74.9% | $4,763-72.9% |
| Participant deferral / active EE | $2,576 | $5,948-56.7% | $5,198-50.4% | $5,851-56.0% |
| Admin fee / account holder | $468 | $17,111-97.3% | $13,955-96.6% | $11,598-96.0% |