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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 | $9,796 | $160,070-93.9% | $147,117-93.3% | $145,897-93.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 196.86% | 98.69%+98.2pp | 420.54%-223.7pp | 552.29%-355.4pp |
| Employer contribution / active EE | $3,132 | $5,285-40.7% | $4,932-36.5% | $4,663-32.8% |
| Participant deferral / active EE | $3,709 | $8,419-55.9% | $8,065-54.0% | $6,689-44.5% |
| Admin fee / account holder | $8,583 | $15,035-42.9% | $12,993-33.9% | $13,390-35.9% |