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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 | $7,440 | $90,320-91.8% | $59,496-87.5% | $125,389-94.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.39% | 369.13%-370.5pp | 182.05%-183.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $288 | $1,792-83.9% | $1,153-75.0% | $4,866-94.1% |
| Participant deferral / active EE | $1,910 | $2,716-29.7% | $1,829+4.4% | $5,352-64.3% |
| Admin fee / account holder | $353 | $3,063-88.5% | $2,232-84.2% | $9,541-96.3% |