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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 | $13,485 | $138,114-90.2% | $125,391-89.2% | $134,545-90.0% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -17.48% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,878 | $5,246-64.2% | $4,816-61.0% | $4,742-60.4% |
| Participant deferral / active EE | $3,319 | $7,801-57.5% | $7,448-55.4% | $6,401-48.2% |
| Admin fee / account holder | $1,100 | $11,570-90.5% | $10,009-89.0% | $11,431-90.4% |