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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 | $19,875 | $232,540-91.5% | $185,117-89.3% | $147,586-86.5% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.4pp | 82.8%+3.8pp |
| Annual return | 15869.81% | 43.03%+15826.8pp | 40.50%+15829.3pp | 578.59%+15291.2pp |
| Employer contribution / active EE | $1,100 | $5,195-78.8% | $4,182-73.7% | $4,876-77.4% |
| Participant deferral / active EE | $1,373 | $5,834-76.5% | $5,045-72.8% | $5,439-74.8% |
| Admin fee / account holder | $625 | $10,275-93.9% | $8,159-92.3% | $10,886-94.3% |