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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 | $12,136 | $99,031-87.7% | $86,597-86.0% | $147,585-91.8% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 30.75% | 1312.56%-1281.8pp | 964.96%-934.2pp | 578.57%-547.8pp |
| Employer contribution / active EE | $1,913 | $3,132-38.9% | $2,840-32.6% | $4,876-60.8% |
| Participant deferral / active EE | $5,373 | $3,972+35.3% | $3,609+48.9% | $5,439-1.2% |
| Admin fee / account holder | $563 | $5,711-90.1% | $4,906-88.5% | $10,885-94.8% |