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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 | $9,592 | $106,003-91.0% | $92,236-89.6% | $147,585-93.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 18.54% | 50.05%-31.5pp | 176.29%-157.7pp | 578.57%-560.0pp |
| Employer contribution / active EE | $2,916 | $4,333-32.7% | $3,679-20.8% | $4,876-40.2% |
| Participant deferral / active EE | $2,874 | $4,478-35.8% | $3,897-26.3% | $5,439-47.2% |
| Admin fee / account holder | $494 | $6,333-92.2% | $5,194-90.5% | $10,885-95.5% |