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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 | $14,292 | $150,447-90.5% | $136,298-89.5% | $147,586-90.3% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 25.39% | 1049.15%-1023.8pp | 5156.27%-5130.9pp | 578.59%-553.2pp |
| Employer contribution / active EE | $1,847 | $5,256-64.9% | $4,696-60.7% | $4,876-62.1% |
| Participant deferral / active EE | $4,259 | $6,631-35.8% | $6,247-31.8% | $5,439-21.7% |
| Admin fee / account holder | $462 | $10,906-95.8% | $9,244-95.0% | $10,886-95.8% |