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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 | $9,889 | $138,078-92.8% | $125,363-92.1% | $134,509-92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.92% | 750.49%-769.4pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,848 | $5,245-45.7% | $4,815-40.8% | $4,741-39.9% |
| Participant deferral / active EE | $6,108 | $7,800-21.7% | $7,447-18.0% | $6,400-4.6% |
| Admin fee / account holder | $395 | $11,566-96.6% | $10,005-96.1% | $11,427-96.5% |