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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 | $10,332 | $138,114-92.5% | $125,391-91.8% | $134,545-92.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.55% | 750.88%-769.4pp | 572.41%-591.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $1,936 | $5,246-63.1% | $4,816-59.8% | $4,742-59.2% |
| Participant deferral / active EE | $2,904 | $7,801-62.8% | $7,448-61.0% | $6,401-54.6% |
| Admin fee / account holder | $1,034 | $11,570-91.1% | $10,009-89.7% | $11,431-91.0% |