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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 | $21,091 | $150,447-86.0% | $136,298-84.5% | $147,586-85.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.28% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,378 | $5,256-54.8% | $4,696-49.3% | $4,876-51.2% |
| Participant deferral / active EE | $3,000 | $6,631-54.8% | $6,247-52.0% | $5,439-44.8% |
| Admin fee / account holder | $4,164 | $10,906-61.8% | $9,244-55.0% | $10,886-61.7% |