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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 | $22,761 | $171,867-86.8% | $149,721-84.8% | $147,586-84.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 26.00% | 2113.36%-2087.4pp | 1501.67%-1475.7pp | 578.59%-552.6pp |
| Employer contribution / active EE | $6,257 | $6,275-0.3% | $5,444+14.9% | $4,876+28.3% |
| Participant deferral / active EE | $10,842 | $7,270+49.1% | $6,568+65.1% | $5,439+99.3% |
| Admin fee / account holder | $4,385 | $13,799-68.2% | $11,282-61.1% | $10,886-59.7% |