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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 | $22,116 | $209,425-89.4% | $178,499-87.6% | $158,966-86.1% |
| Participation rate | 70.8% | 86.4%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,345 | $5,707-76.4% | $5,011-73.2% | $4,762-71.8% |
| Participant deferral / active EE | $3,761 | $5,955-36.8% | $5,202-27.7% | $5,983-37.1% |
| Admin fee / account holder | $1,104 | $17,078-93.5% | $13,986-92.1% | $11,250-90.2% |