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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 | $21,958 | $234,190-90.6% | $180,320-87.8% | $198,609-88.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 52.31% | 1057.44%-1005.1pp | 778.54%-726.2pp | 202.70%-150.4pp |
| Employer contribution / active EE | $1,644 | $5,258-68.7% | $4,108-60.0% | $5,055-67.5% |
| Participant deferral / active EE | $3,441 | $4,988-31.0% | $4,304-20.1% | $6,977-50.7% |
| Admin fee / account holder | $374 | $12,558-97.0% | $10,000-96.3% | $19,030-98.0% |