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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 | $30,268 | $202,342-85.0% | $172,753-82.5% | $152,909-80.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.93% | 1029.88%-1004.9pp | 803.00%-778.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,104 | $5,857-64.1% | $5,144-59.1% | $4,764-55.8% |
| Participant deferral / active EE | $5,878 | $5,948-1.2% | $5,198+13.1% | $5,851+0.5% |
| Admin fee / account holder | $647 | $17,112-96.2% | $13,956-95.4% | $11,601-94.4% |