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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 | $20,913 | $180,466-88.4% | $154,114-86.4% | $135,382-84.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.85% | 888.15%-895.0pp | 735.16%-742.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $3,576 | $6,035-40.8% | $5,298-32.5% | $4,779-25.2% |
| Participant deferral / active EE | $4,859 | $5,806-16.3% | $5,081-4.4% | $5,609-13.4% |
| Admin fee / account holder | $5,931 | $16,144-63.3% | $13,411-55.8% | $10,829-45.2% |