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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 | $7,425 | $174,379-95.7% | $152,093-95.1% | $138,895-94.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 250.05% | 74.86%+175.2pp | 66.36%+183.7pp | 145.39%+104.7pp |
| Employer contribution / active EE | $2,990 | $4,652-35.7% | $4,175-28.4% | $4,194-28.7% |
| Participant deferral / active EE | $3,710 | $6,159-39.8% | $5,451-32.0% | $6,396-42.0% |
| Admin fee / account holder | $630 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |