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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 | $12,799 | $138,078-90.7% | $125,363-89.8% | $134,509-90.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -1.03% | 750.49%-751.5pp | 572.15%-573.2pp | 418.13%-419.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18,963 | $7,800+143.1% | $7,447+154.6% | $6,400+196.3% |
| Admin fee / account holder | $672 | $11,566-94.2% | $10,005-93.3% | $11,427-94.1% |