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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 | $13,489 | $125,237-89.2% | $105,608-87.2% | $145,877-90.8% |
| Participation rate | 90.5% | 77.7%+12.8pp | 75.3%+15.2pp | 80.3%+10.2pp |
| Annual return | 0.00% | 225.76%-225.8pp | 116.50%-116.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $4,332 | $3,720+16.4% | $3,167+36.8% | $4,663-7.1% |
| Participant deferral / active EE | $5,951 | $5,711+4.2% | $5,010+18.8% | $6,691-11.1% |
| Admin fee / account holder | $11,075 | $17,287-35.9% | $11,028+0.4% | $13,402-17.4% |