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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 | $16,967 | $160,028-89.4% | $147,080-88.5% | $145,884-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 72.32% | 98.60%-26.3pp | 420.17%-347.9pp | 551.85%-479.5pp |
| Employer contribution / active EE | $1,593 | $5,286-69.9% | $4,933-67.7% | $4,662-65.8% |
| Participant deferral / active EE | $3,395 | $8,422-59.7% | $8,066-57.9% | $6,690-49.3% |
| Admin fee / account holder | $988 | $15,030-93.4% | $12,989-92.4% | $13,392-92.6% |