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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 | $15,649 | $150,447-89.6% | $136,298-88.5% | $147,586-89.4% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 19.35% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,941 | $5,256-63.1% | $4,696-58.7% | $4,876-60.2% |
| Participant deferral / active EE | $2,238 | $6,631-66.2% | $6,247-64.2% | $5,439-58.9% |
| Admin fee / account holder | $880 | $10,906-91.9% | $9,244-90.5% | $10,886-91.9% |