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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 | $138,114-91.7% | $125,391-90.9% | $134,545-91.5% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -18.25% | 750.88%-769.1pp | 572.41%-590.7pp | 418.37%-436.6pp |
| Employer contribution / active EE | $3,830 | $5,246-27.0% | $4,816-20.5% | $4,742-19.2% |
| Participant deferral / active EE | $7,391 | $7,801-5.3% | $7,448-0.8% | $6,401+15.5% |
| Admin fee / account holder | $1,648 | $11,570-85.8% | $10,009-83.5% | $11,431-85.6% |