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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 | $5,288 | $92,743-94.3% | $82,744-93.6% | $134,532-96.1% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -19.68% | 946.63%-966.3pp | 702.22%-721.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,932 | $3,273-41.0% | $3,008-35.8% | $4,741-59.3% |
| Participant deferral / active EE | $2,175 | $4,802-54.7% | $4,395-50.5% | $6,401-66.0% |
| Admin fee / account holder | $321 | $5,977-94.6% | $5,325-94.0% | $11,429-97.2% |