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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 | $7,591 | $197,819-96.2% | $155,789-95.1% | $125,389-93.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -3.54% | 86.73%-90.3pp | 71.54%-75.1pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,760 | $5,631-51.0% | $4,798-42.5% | $5,352-48.4% |
| Admin fee / account holder | $919 | $9,544-90.4% | $7,477-87.7% | $9,541-90.4% |