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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 | $23,492 | $150,447-84.4% | $136,298-82.8% | $147,586-84.1% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 17.13% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,048 | $6,631-8.8% | $6,247-3.2% | $5,439+11.2% |
| Admin fee / account holder | $1,596 | $10,906-85.4% | $9,244-82.7% | $10,886-85.3% |