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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 | $18,005 | $183,978-90.2% | $162,171-88.9% | $152,885-88.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 25.40% | 150.78%-125.4pp | 115.60%-90.2pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,737 | $6,370-72.7% | $5,613-69.1% | $4,763-63.5% |
| Participant deferral / active EE | $4,912 | $8,033-38.9% | $7,297-32.7% | $5,851-16.0% |
| Admin fee / account holder | $1,967 | $13,122-85.0% | $10,843-81.9% | $11,598-83.0% |