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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 | $2,094 | $92,743-97.7% | $82,744-97.5% | $134,532-98.4% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.3pp | 81.2%-9.0pp |
| Annual return | -19.74% | 946.63%-966.4pp | 702.22%-722.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,989 | $3,273-39.2% | $3,008-33.9% | $4,741-58.0% |
| Participant deferral / active EE | $2,183 | $4,802-54.5% | $4,395-50.3% | $6,401-65.9% |
| Admin fee / account holder | $936 | $5,977-84.3% | $5,325-82.4% | $11,429-91.8% |