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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 | $7,640 | $159,978-95.2% | $147,041-94.8% | $145,978-94.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 2527.91% | 98.36%+2429.5pp | 419.21%+2108.7pp | 550.52%+1977.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,956 | $8,429+30.0% | $8,071+35.7% | $6,690+63.8% |
| Admin fee / account holder | $9,404 | $15,053-37.5% | $13,006-27.7% | $13,400-29.8% |