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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 | $12,725 | $85,766-85.2% | $136,298-90.7% | $70,126-81.9% |
| Participation rate | 79.7% | 74.2%+5.5pp | 81.9%-2.3pp | 69.5%+10.1pp |
| Annual return | 82.84% | 31.46%+51.4pp | 5156.27%-5073.4pp | 73.15%+9.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,977 | $5,051-1.5% | $6,247-20.3% | $3,332+49.4% |
| Admin fee / account holder | $497 | $5,421-90.8% | $9,244-94.6% | $4,645-89.3% |