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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 | $25,830 | $234,190-89.0% | $180,320-85.7% | $198,609-87.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 22.41% | 1057.44%-1035.0pp | 778.54%-756.1pp | 202.70%-180.3pp |
| Employer contribution / active EE | $2,812 | $5,258-46.5% | $4,108-31.5% | $5,055-44.4% |
| Participant deferral / active EE | $2,619 | $4,988-47.5% | $4,304-39.1% | $6,977-62.5% |
| Admin fee / account holder | $1,223 | $12,558-90.3% | $10,000-87.8% | $19,030-93.6% |