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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 | $13,126 | $138,114-90.5% | $125,391-89.5% | $134,545-90.2% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -18.00% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,721 | $5,246-67.2% | $4,816-64.3% | $4,742-63.7% |
| Participant deferral / active EE | $3,109 | $7,801-60.1% | $7,448-58.3% | $6,401-51.4% |
| Admin fee / account holder | $1,653 | $11,570-85.7% | $10,009-83.5% | $11,431-85.5% |