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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 | $19,911 | $56,200-64.6% | $67,653-70.6% | $59,633-66.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.10% | 18506.71%-18506.8pp | 6625.22%-6625.3pp | 2041.40%-2041.5pp |
| Employer contribution / active EE | $4,464 | $1,615+176.5% | $2,266+97.0% | $2,203+102.7% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,442 | $3,959-63.6% | $4,821-70.1% | $4,297-66.4% |