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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 | $27,107 | $180,462-85.0% | $154,111-82.4% | $135,379-80.0% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -7.98% | 888.17%-896.2pp | 735.18%-743.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,539 | $6,036-57.9% | $5,298-52.1% | $4,779-46.9% |
| Participant deferral / active EE | $2,995 | $5,806-48.4% | $5,081-41.1% | $5,609-46.6% |
| Admin fee / account holder | $511 | $16,145-96.8% | $13,411-96.2% | $10,828-95.3% |