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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 | $11,877 | $202,342-94.1% | $172,752-93.1% | $152,897-92.2% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 58.70% | 1029.83%-971.1pp | 802.97%-744.3pp | 345.43%-286.7pp |
| Employer contribution / active EE | $2,022 | $5,858-65.5% | $5,144-60.7% | $4,764-57.6% |
| Participant deferral / active EE | $3,824 | $5,948-35.7% | $5,198-26.4% | $5,851-34.7% |
| Admin fee / account holder | $740 | $17,111-95.7% | $13,955-94.7% | $11,599-93.6% |