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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 | $7,893 | $135,645-94.2% | $110,243-92.8% | $135,380-94.2% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 79.92% | 513.24%-433.3pp | 314.76%-234.8pp | 519.81%-439.9pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,680 | $5,507+3.1% | $4,672+21.6% | $5,609+1.3% |
| Admin fee / account holder | $813 | $11,458-92.9% | $8,548-90.5% | $10,828-92.5% |