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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 | $13,902 | $150,447-90.8% | $136,298-89.8% | $147,586-90.6% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 28.42% | 1049.15%-1020.7pp | 5156.27%-5127.9pp | 578.59%-550.2pp |
| Employer contribution / active EE | $1,993 | $5,256-62.1% | $4,696-57.6% | $4,876-59.1% |
| Participant deferral / active EE | $5,355 | $6,631-19.2% | $6,247-14.3% | $5,439-1.5% |
| Admin fee / account holder | $616 | $10,906-94.3% | $9,244-93.3% | $10,886-94.3% |