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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 | $4,844 | $92,707-94.8% | $82,726-94.1% | $134,493-96.4% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -19.45% | 945.12%-964.6pp | 701.33%-720.8pp | 418.01%-437.5pp |
| Employer contribution / active EE | $982 | $3,274-70.0% | $3,009-67.4% | $4,740-79.3% |
| Participant deferral / active EE | $1,322 | $4,801-72.5% | $4,394-69.9% | $6,400-79.4% |
| Admin fee / account holder | $664 | $5,980-88.9% | $5,328-87.5% | $11,425-94.2% |