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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 | $21,054 | $160,059-86.8% | $140,019-85.0% | $135,379-84.4% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | 106.96% | 911.44%-804.5pp | 651.15%-544.2pp | 519.79%-412.8pp |
| Employer contribution / active EE | $2,758 | $6,420-57.0% | $5,605-50.8% | $4,779-42.3% |
| Participant deferral / active EE | $6,352 | $7,641-16.9% | $6,927-8.3% | $5,609+13.2% |
| Admin fee / account holder | $2,530 | $13,328-81.0% | $10,705-76.4% | $10,828-76.6% |