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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 | $12,861 | $160,059-92.0% | $140,019-90.8% | $135,382-90.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.26% | 911.44%-919.7pp | 651.15%-659.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $2,049 | $6,420-68.1% | $5,605-63.5% | $4,779-57.1% |
| Participant deferral / active EE | $6,022 | $7,641-21.2% | $6,927-13.1% | $5,609+7.4% |
| Admin fee / account holder | $848 | $13,328-93.6% | $10,705-92.1% | $10,829-92.2% |