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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 | $15,444 | $148,623-89.6% | $135,974-88.6% | $139,466-88.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 3878.84% | 79.30%+3799.5pp | 68.30%+3810.5pp | 373.66%+3505.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,316 | $8,103-9.7% | $7,760-5.7% | $6,712+9.0% |
| Admin fee / account holder | $518 | $12,406-95.8% | $10,767-95.2% | $11,409-95.5% |