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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 | $15,177 | $152,619-90.1% | $125,195-87.9% | $152,909-90.1% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.5%-1.2pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,726 | $4,947-44.9% | $3,866-29.5% | $4,764-42.8% |
| Participant deferral / active EE | $10,246 | $5,869+74.6% | $4,937+107.5% | $5,851+75.1% |
| Admin fee / account holder | $2,074 | $13,437-84.6% | $9,704-78.6% | $11,601-82.1% |