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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 | $14,081 | $138,072-89.8% | $123,549-88.6% | $135,382-89.6% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -8.35% | 153.69%-162.0pp | 119.20%-127.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $1,323 | $5,152-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $3,029 | $6,799-55.4% | $6,426-52.9% | $5,609-46.0% |
| Admin fee / account holder | $546 | $10,917-95.0% | $9,284-94.1% | $10,829-95.0% |