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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 | $16,282 | $150,447-89.2% | $136,298-88.1% | $147,586-89.0% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 29.73% | 1049.15%-1019.4pp | 5156.27%-5126.5pp | 578.59%-548.9pp |
| Employer contribution / active EE | $1,410 | $5,256-73.2% | $4,696-70.0% | $4,876-71.1% |
| Participant deferral / active EE | $2,889 | $6,631-56.4% | $6,247-53.8% | $5,439-46.9% |
| Admin fee / account holder | $463 | $10,906-95.8% | $9,244-95.0% | $10,886-95.8% |