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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 | $9,836 | $60,139-83.6% | $90,461-89.1% | $79,856-87.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.95% | 71.96%-53.0pp | 1294.76%-1275.8pp | 31.71%-12.8pp |
| Employer contribution / active EE | $679 | $2,069-67.2% | $3,264-79.2% | $2,471-72.5% |
| Participant deferral / active EE | $1,182 | $2,939-59.8% | $3,964-70.2% | $3,741-68.4% |
| Admin fee / account holder | $479 | $3,978-88.0% | $5,617-91.5% | $5,306-91.0% |