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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 | $19,345 | $150,447-87.1% | $136,298-85.8% | $147,586-86.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.68% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,404 | $5,256-54.3% | $4,696-48.8% | $4,876-50.7% |
| Participant deferral / active EE | $4,352 | $6,631-34.4% | $6,247-30.3% | $5,439-20.0% |
| Admin fee / account holder | $1,793 | $10,906-83.6% | $9,244-80.6% | $10,886-83.5% |