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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 | $92,766-94.8% | $82,763-94.1% | $134,545-96.4% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -19.45% | 946.97%-966.4pp | 702.45%-721.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $982 | $3,273-70.0% | $3,008-67.3% | $4,742-79.3% |
| Participant deferral / active EE | $1,322 | $4,802-72.5% | $4,395-69.9% | $6,401-79.4% |
| Admin fee / account holder | $664 | $5,978-88.9% | $5,325-87.5% | $11,431-94.2% |