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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 | $8,705 | $114,093-92.4% | $96,171-90.9% | $167,536-94.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.43% | 190.00%-180.6pp | 192.04%-182.6pp | 478.82%-469.4pp |
| Employer contribution / active EE | $3,928 | $3,429+14.5% | $2,799+40.3% | $4,839-18.8% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $478 | $6,899-93.1% | $5,538-91.4% | $12,315-96.1% |