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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 | $7,808 | $104,953-92.6% | $84,637-90.8% | $152,909-94.9% |
| Participation rate | 94.4% | 74.8%+19.6pp | 68.2%+26.2pp | 82.5%+12.0pp |
| Annual return | 59.90% | 373.94%-314.0pp | 258.82%-198.9pp | 345.46%-285.6pp |
| Employer contribution / active EE | $2,349 | $3,304-28.9% | $2,653-11.5% | $4,764-50.7% |
| Participant deferral / active EE | $3,720 | $4,691-20.7% | $3,900-4.6% | $5,851-36.4% |
| Admin fee / account holder | $663 | $6,244-89.4% | $4,914-86.5% | $11,601-94.3% |