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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 | $19,747 | $150,447-86.9% | $136,298-85.5% | $147,586-86.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 18.86% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $3,472 | $5,256-33.9% | $4,696-26.1% | $4,876-28.8% |
| Participant deferral / active EE | $7,139 | $6,631+7.7% | $6,247+14.3% | $5,439+31.3% |
| Admin fee / account holder | $2,781 | $10,906-74.5% | $9,244-69.9% | $10,886-74.5% |