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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 | $26,385 | $202,342-87.0% | $172,752-84.7% | $152,897-82.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.62% | 1029.83%-1006.2pp | 802.97%-779.3pp | 345.43%-321.8pp |
| Employer contribution / active EE | $7,238 | $5,858+23.6% | $5,144+40.7% | $4,764+51.9% |
| Participant deferral / active EE | $5,949 | $5,9480% | $5,198+14.5% | $5,851+1.7% |
| Admin fee / account holder | $809 | $17,111-95.3% | $13,955-94.2% | $11,599-93.0% |