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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 | $20,303 | $176,077-88.5% | $159,455-87.3% | $167,518-87.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.85% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $2,819 | $5,298-46.8% | $4,830-41.6% | $4,838-41.7% |
| Participant deferral / active EE | $6,858 | $7,751-11.5% | $7,353-6.7% | $6,342+8.1% |
| Admin fee / account holder | $1,321 | $12,556-89.5% | $10,800-87.8% | $12,312-89.3% |