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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 | $30,729 | $202,342-84.8% | $172,753-82.2% | $152,909-79.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 24.62% | 1029.88%-1005.3pp | 803.00%-778.4pp | 345.46%-320.8pp |
| Employer contribution / active EE | $2,211 | $5,857-62.3% | $5,144-57.0% | $4,764-53.6% |
| Participant deferral / active EE | $5,402 | $5,948-9.2% | $5,198+3.9% | $5,851-7.7% |
| Admin fee / account holder | $511 | $17,112-97.0% | $13,956-96.3% | $11,601-95.6% |