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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 | $2,207 | $175,257-98.7% | $149,717-98.5% | $139,456-98.4% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 858.74% | 166.70%+692.0pp | 134.41%+724.3pp | 373.45%+485.3pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,940 | $6,521-70.3% | $5,682-65.9% | $6,711-71.1% |
| Admin fee / account holder | $1,511 | $16,156-90.6% | $13,213-88.6% | $11,407-86.8% |