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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 | $14,118 | $150,447-90.6% | $136,298-89.6% | $147,586-90.4% |
| Participation rate | 77.3% | 84.4%-7.1pp | 81.9%-4.6pp | 82.8%-5.6pp |
| Annual return | 179.84% | 1049.15%-869.3pp | 5156.27%-4976.4pp | 578.59%-398.8pp |
| Employer contribution / active EE | $2,253 | $5,256-57.1% | $4,696-52.0% | $4,876-53.8% |
| Participant deferral / active EE | $7,797 | $6,631+17.6% | $6,247+24.8% | $5,439+43.4% |
| Admin fee / account holder | $2,094 | $10,906-80.8% | $9,244-77.3% | $10,886-80.8% |