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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 | $14,642 | $138,102-89.4% | $125,381-88.3% | $134,532-89.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.83% | 750.73%-768.6pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,689 | $5,245-67.8% | $4,815-64.9% | $4,741-64.4% |
| Participant deferral / active EE | $2,919 | $7,801-62.6% | $7,448-60.8% | $6,401-54.4% |
| Admin fee / account holder | $535 | $11,568-95.4% | $10,007-94.7% | $11,429-95.3% |