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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 | $3,920 | $134,001-97.1% | $112,258-96.5% | $134,509-97.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.67% | 47.15%-66.8pp | 27.47%-47.1pp | 418.13%-437.8pp |
| Employer contribution / active EE | $2,085 | $4,039-48.4% | $3,636-42.7% | $4,741-56.0% |
| Participant deferral / active EE | $2,726 | $5,291-48.5% | $4,728-42.3% | $6,400-57.4% |
| Admin fee / account holder | $1,044 | $7,491-86.1% | $6,411-83.7% | $11,427-90.9% |