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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 | $8,705 | $102,663-91.5% | $86,216-89.9% | $139,466-93.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 0.00% | 1924.52%-1924.5pp | 1169.42%-1169.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,984 | $3,035-1.7% | $2,382+25.3% | $4,754-37.2% |
| Participant deferral / active EE | $5,000 | $4,677+6.9% | $3,986+25.4% | $6,712-25.5% |
| Admin fee / account holder | $12,167 | $8,663+40.5% | $6,853+77.5% | $11,409+6.6% |