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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 | $16,809 | $185,225-90.9% | $142,898-88.2% | $167,536-90.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 16.60% | 8558.12%-8541.5pp | 5639.64%-5623.0pp | 478.82%-462.2pp |
| Employer contribution / active EE | $3,090 | $5,607-44.9% | $4,146-25.5% | $4,839-36.1% |
| Participant deferral / active EE | $2,526 | $4,496-43.8% | $3,838-34.2% | $6,342-60.2% |
| Admin fee / account holder | $8,193 | $8,032+2.0% | $6,560+24.9% | $12,315-33.5% |