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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 | $15,043 | $202,345-92.6% | $172,755-91.3% | $152,885-90.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.13% | 1029.77%-1006.6pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $3,554 | $5,858-39.3% | $5,144-30.9% | $4,763-25.4% |
| Participant deferral / active EE | $3,647 | $5,948-38.7% | $5,198-29.8% | $5,851-37.7% |
| Admin fee / account holder | $1,115 | $17,111-93.5% | $13,955-92.0% | $11,598-90.4% |