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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 | $13,829 | $176,105-92.1% | $159,474-91.3% | $167,536-91.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.82% | 331.91%-321.1pp | 263.68%-252.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,041 | $7,751+29.5% | $7,353+36.6% | $6,342+58.3% |
| Admin fee / account holder | $1,191 | $12,559-90.5% | $10,802-89.0% | $12,315-90.3% |