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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 | $13,540 | $150,446-91.0% | $136,297-90.1% | $147,585-90.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 68.76% | 1049.14%-980.4pp | 5156.19%-5087.4pp | 578.58%-509.8pp |
| Employer contribution / active EE | $911 | $5,256-82.7% | $4,696-80.6% | $4,876-81.3% |
| Participant deferral / active EE | $4,646 | $6,631-29.9% | $6,247-25.6% | $5,439-14.6% |
| Admin fee / account holder | $1,670 | $10,906-84.7% | $9,244-81.9% | $10,886-84.7% |