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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 | $6,252 | $99,079-93.7% | $78,002-92.0% | $273,972-97.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.40% | 217.93%-212.5pp | 425.99%-420.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $515 | $3,308-84.4% | $2,470-79.1% | $4,869-89.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $572 | $8,954-93.6% | $5,481-89.6% | $10,133-94.4% |