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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 | $12,827 | $138,114-90.7% | $125,391-89.8% | $134,545-90.5% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -19.02% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $983 | $5,246-81.3% | $4,816-79.6% | $4,742-79.3% |
| Participant deferral / active EE | $4,161 | $7,801-46.7% | $7,448-44.1% | $6,401-35.0% |
| Admin fee / account holder | $1,434 | $11,570-87.6% | $10,009-85.7% | $11,431-87.5% |