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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 | $9,683 | $166,268-94.2% | $165,100-94.1% | $145,897-93.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,795 | $5,284-66.0% | $4,348-58.7% | $4,663-61.5% |
| Participant deferral / active EE | $6,045 | $6,964-13.2% | $6,035+0.2% | $6,689-9.6% |
| Admin fee / account holder | $481 | $16,659-97.1% | $12,696-96.2% | $13,390-96.4% |