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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 | $20,477 | $150,447-86.4% | $136,298-85.0% | $147,586-86.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.97% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,532 | $5,256-70.9% | $4,696-67.4% | $4,876-68.6% |
| Participant deferral / active EE | $3,108 | $6,631-53.1% | $6,247-50.2% | $5,439-42.9% |
| Admin fee / account holder | $1,152 | $10,906-89.4% | $9,244-87.5% | $10,886-89.4% |