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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 | $5,887 | $53,128-88.9% | $86,582-93.2% | $70,126-91.6% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 535.59% | 27.66%+507.9pp | 965.08%-429.5pp | 73.15%+462.4pp |
| Employer contribution / active EE | $536 | $2,068-74.1% | $2,839-81.1% | $2,343-77.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $556 | $3,584-84.5% | $4,904-88.7% | $4,645-88.0% |