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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 | $16,967 | $157,296-89.2% | $141,191-88.0% | $152,897-88.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $4,121 | $5,262-21.7% | $4,736-13.0% | $4,764-13.5% |
| Participant deferral / active EE | $11,393 | $7,111+60.2% | $6,710+69.8% | $5,851+94.7% |
| Admin fee / account holder | $2,309 | $12,125-81.0% | $10,264-77.5% | $11,599-80.1% |