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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 | $30,633 | $171,867-82.2% | $149,721-79.5% | $147,586-79.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.15% | 2113.36%-2100.2pp | 1501.67%-1488.5pp | 578.59%-565.4pp |
| Employer contribution / active EE | $2,238 | $6,275-64.3% | $5,444-58.9% | $4,876-54.1% |
| Participant deferral / active EE | $7,881 | $7,270+8.4% | $6,568+20.0% | $5,439+44.9% |
| Admin fee / account holder | $1,539 | $13,799-88.8% | $11,282-86.4% | $10,886-85.9% |