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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 | $18,034 | $197,819-90.9% | $155,789-88.4% | $125,388-85.6% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -0.55% | 86.73%-87.3pp | 71.54%-72.1pp | 282.24%-282.8pp |
| Employer contribution / active EE | $495 | $4,850-89.8% | $3,839-87.1% | $4,866-89.8% |
| Participant deferral / active EE | $978 | $5,631-82.6% | $4,798-79.6% | $5,352-81.7% |
| Admin fee / account holder | $6,656 | $9,544-30.3% | $7,477-11.0% | $9,541-30.2% |