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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 | $4,459 | $58,275-92.3% | $81,844-94.6% | $80,935-94.5% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.4%+5.4pp | 67.7%+10.1pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,278 | $2,346-45.5% | $2,916-56.2% | $2,757-53.6% |
| Participant deferral / active EE | $2,583 | $3,285-21.4% | $4,323-40.2% | $4,299-39.9% |
| Admin fee / account holder | $375 | $4,749-92.1% | $7,355-94.9% | $6,924-94.6% |