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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 | $23,554 | $150,447-84.3% | $136,298-82.7% | $147,586-84.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.67% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,513 | $5,256-52.2% | $4,696-46.5% | $4,876-48.5% |
| Participant deferral / active EE | $5,411 | $6,631-18.4% | $6,247-13.4% | $5,439-0.5% |
| Admin fee / account holder | $6,869 | $10,906-37.0% | $9,244-25.7% | $10,886-36.9% |