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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 | $14,905 | $168,635-91.2% | $147,617-89.9% | $125,389-88.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.08% | 77.65%-78.7pp | 61.98%-63.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $3,863 | $6,252-38.2% | $5,564-30.6% | $4,866-20.6% |
| Participant deferral / active EE | $1,963 | $5,507-64.4% | $4,895-59.9% | $5,352-63.3% |
| Admin fee / account holder | $1,154 | $13,580-91.5% | $11,612-90.1% | $9,541-87.9% |