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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 | $26,565 | $184,000-85.6% | $162,185-83.6% | $152,909-82.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.68% | 150.80%-127.1pp | 115.61%-91.9pp | 345.46%-321.8pp |
| Employer contribution / active EE | $8,164 | $6,370+28.2% | $5,613+45.4% | $4,764+71.4% |
| Participant deferral / active EE | $8,102 | $8,033+0.9% | $7,297+11.0% | $5,851+38.5% |
| Admin fee / account holder | $1,374 | $13,124-89.5% | $10,844-87.3% | $11,601-88.2% |