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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 | $16,399 | $176,077-90.7% | $159,455-89.7% | $167,518-90.2% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,719 | $5,298-48.7% | $4,830-43.7% | $4,838-43.8% |
| Participant deferral / active EE | $7,692 | $7,751-0.8% | $7,353+4.6% | $6,342+21.3% |
| Admin fee / account holder | $1,759 | $12,556-86.0% | $10,800-83.7% | $12,312-85.7% |