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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 | $23,305 | $101,499-77.0% | $147,005-84.1% | $74,546-68.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 84.10% | 8732.34%-8648.2pp | 418.76%-334.7pp | 1366.03%-1281.9pp |
| Employer contribution / active EE | $2,610 | $3,811-31.5% | $4,934-47.1% | $2,624-0.5% |
| Participant deferral / active EE | $4,274 | $7,304-41.5% | $8,070-47.0% | $4,347-1.7% |
| Admin fee / account holder | $1,423 | $1,748-18.6% | $13,006-89.1% | $1,944-26.8% |