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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 | $17,588 | $150,447-88.3% | $136,298-87.1% | $147,586-88.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 22.45% | 1049.15%-1026.7pp | 5156.27%-5133.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,897 | $5,256-63.9% | $4,696-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $4,313 | $6,631-35.0% | $6,247-31.0% | $5,439-20.7% |
| Admin fee / account holder | $3,608 | $10,906-66.9% | $9,244-61.0% | $10,886-66.9% |