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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 | $11,434 | $138,068-91.7% | $125,358-90.9% | $134,493-91.5% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -18.25% | 750.30%-768.6pp | 572.03%-590.3pp | 418.01%-436.3pp |
| Employer contribution / active EE | $3,830 | $5,244-27.0% | $4,814-20.4% | $4,740-19.2% |
| Participant deferral / active EE | $7,391 | $7,799-5.2% | $7,447-0.7% | $6,400+15.5% |
| Admin fee / account holder | $1,648 | $11,568-85.8% | $10,007-83.5% | $11,425-85.6% |