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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 | $14,613 | $138,078-89.4% | $125,363-88.3% | $134,509-89.1% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -19.71% | 750.49%-770.2pp | 572.15%-591.9pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,676 | $5,245-68.0% | $4,815-65.2% | $4,741-64.6% |
| Participant deferral / active EE | $4,243 | $7,800-45.6% | $7,447-43.0% | $6,400-33.7% |
| Admin fee / account holder | $1,111 | $11,566-90.4% | $10,005-88.9% | $11,427-90.3% |