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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 | $20,245 | $168,635-88.0% | $147,617-86.3% | $125,389-83.9% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -3.25% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,393 | $6,252-61.7% | $5,564-57.0% | $4,866-50.8% |
| Participant deferral / active EE | $3,630 | $5,507-34.1% | $4,895-25.9% | $5,352-32.2% |
| Admin fee / account holder | $419 | $13,580-96.9% | $11,612-96.4% | $9,541-95.6% |