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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 | $9,749 | $69,774-86.0% | $67,575-85.6% | $74,459-86.9% |
| Participation rate | 70.7% | 71.4%-0.7pp | 72.9%-2.2pp | 67.2%+3.5pp |
| Annual return | 18.47% | -40.53%+59.0pp | 3528.98%-3510.5pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,739 | $3,636-24.7% | $4,003-31.6% | $4,350-37.0% |
| Admin fee / account holder | $973 | $890+9.3% | $3,993-75.6% | $1,945-50.0% |