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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 | $8,659 | $82,674-89.5% | $125,363-93.1% | $68,495-87.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 64.36% | -5.97%+70.3pp | 572.15%-507.8pp | -7.84%+72.2pp |
| Employer contribution / active EE | $3,503 | $3,382+3.6% | $4,815-27.2% | $2,596+34.9% |
| Participant deferral / active EE | $4,909 | $6,111-19.7% | $7,447-34.1% | $4,028+21.9% |
| Admin fee / account holder | $301 | $6,276-95.2% | $10,005-97.0% | $5,403-94.4% |