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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 | $14,179 | $138,102-89.7% | $125,381-88.7% | $134,532-89.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.99% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,745 | $5,245-47.7% | $4,815-43.0% | $4,741-42.1% |
| Participant deferral / active EE | $6,063 | $7,801-22.3% | $7,448-18.6% | $6,401-5.3% |
| Admin fee / account holder | $2,605 | $11,568-77.5% | $10,007-74.0% | $11,429-77.2% |