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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 | $8,614 | $144,130-94.0% | $117,861-92.7% | $147,586-94.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,469 | $4,897-49.6% | $3,786-34.8% | $4,876-49.4% |
| Participant deferral / active EE | $4,662 | $5,316-12.3% | $4,482+4.0% | $5,439-14.3% |
| Admin fee / account holder | $713 | $10,887-93.4% | $8,021-91.1% | $10,886-93.4% |