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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 | $15,812 | $138,075-88.5% | $123,552-87.2% | $135,379-88.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,638 | $5,152-29.4% | $4,628-21.4% | $4,779-23.9% |
| Participant deferral / active EE | $13,321 | $6,800+95.9% | $6,426+107.3% | $5,609+137.5% |
| Admin fee / account holder | $3,274 | $10,917-70.0% | $9,285-64.7% | $10,828-69.8% |