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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 | $23,261 | $171,867-86.5% | $149,721-84.5% | $147,586-84.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 29.99% | 2113.36%-2083.4pp | 1501.67%-1471.7pp | 578.59%-548.6pp |
| Employer contribution / active EE | $2,125 | $6,275-66.1% | $5,444-61.0% | $4,876-56.4% |
| Participant deferral / active EE | $7,957 | $7,270+9.4% | $6,568+21.1% | $5,439+46.3% |
| Admin fee / account holder | $708 | $13,799-94.9% | $11,282-93.7% | $10,886-93.5% |