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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 | $19,220 | $150,447-87.2% | $136,298-85.9% | $147,586-87.0% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 22.82% | 1049.15%-1026.3pp | 5156.27%-5133.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,881 | $6,631+18.9% | $6,247+26.1% | $5,439+44.9% |
| Admin fee / account holder | $2,108 | $10,906-80.7% | $9,244-77.2% | $10,886-80.6% |