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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 | $9,504 | $138,076-93.1% | $123,553-92.3% | $135,380-93.0% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -7.57% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,395 | $5,152-72.9% | $4,628-69.8% | $4,779-70.8% |
| Participant deferral / active EE | $4,568 | $6,800-32.8% | $6,426-28.9% | $5,609-18.6% |
| Admin fee / account holder | $1,049 | $10,917-90.4% | $9,284-88.7% | $10,828-90.3% |