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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 | $16,864 | $82,674-79.6% | $125,381-86.6% | $68,486-75.4% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | 374.45% | -5.97%+380.4pp | 572.31%-197.9pp | -7.85%+382.3pp |
| Employer contribution / active EE | $3,748 | $3,382+10.8% | $4,815-22.2% | $2,597+44.3% |
| Participant deferral / active EE | $6,183 | $6,111+1.2% | $7,448-17.0% | $4,028+53.5% |
| Admin fee / account holder | $575 | $6,277-90.8% | $10,007-94.3% | $5,404-89.4% |