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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 | $6,875 | $99,647-93.1% | $86,439-92.0% | $134,509-94.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -9.00% | 6784.13%-6793.1pp | 4395.55%-4404.6pp | 418.13%-427.1pp |
| Employer contribution / active EE | $2,400 | $4,401-45.5% | $3,769-36.3% | $4,741-49.4% |
| Participant deferral / active EE | $4,005 | $7,246-44.7% | $6,952-42.4% | $6,400-37.4% |
| Admin fee / account holder | $1,118 | $8,373-86.6% | $6,732-83.4% | $11,427-90.2% |