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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 | $27,730 | $160,059-82.7% | $140,019-80.2% | $135,380-79.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | 111.45% | 911.48%-800.0pp | 651.17%-539.7pp | 519.81%-408.4pp |
| Employer contribution / active EE | $3,303 | $6,420-48.5% | $5,605-41.1% | $4,779-30.9% |
| Participant deferral / active EE | $13,128 | $7,641+71.8% | $6,927+89.5% | $5,609+134.0% |
| Admin fee / account holder | $1,167 | $13,328-91.2% | $10,705-89.1% | $10,828-89.2% |