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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 | $13,228 | $78,694-83.2% | $67,652-80.4% | $125,389-89.5% |
| Participation rate | 81.3% | 78.8%+2.4pp | 75.7%+5.6pp | 83.2%-1.9pp |
| Annual return | -0.37% | 9.46%-9.8pp | 6625.40%-6625.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,655 | $4,292-61.4% | $3,560-53.5% | $5,352-69.1% |
| Admin fee / account holder | $937 | $7,403-87.3% | $4,821-80.6% | $9,541-90.2% |