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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 | $16,034 | $175,259-90.9% | $149,723-89.3% | $139,487-88.5% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 1277.69% | 166.82%+1110.9pp | 134.50%+1143.2pp | 373.84%+903.8pp |
| Employer contribution / active EE | $1,837 | $5,478-66.5% | $4,821-61.9% | $4,755-61.4% |
| Participant deferral / active EE | $2,119 | $6,522-67.5% | $5,682-62.7% | $6,713-68.4% |
| Admin fee / account holder | $381 | $16,158-97.6% | $13,215-97.1% | $11,407-96.7% |