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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 | $6,207 | $30,732-79.8% | $59,496-89.6% | $59,633-89.6% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | 1.24% | 4.47%-3.2pp | 182.05%-180.8pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $129 | $631-79.5% | $1,153-88.8% | $2,203-94.1% |
| Participant deferral / active EE | $998 | $1,183-15.6% | $1,829-45.4% | $3,192-68.7% |
| Admin fee / account holder | $345 | $2,136-83.9% | $2,232-84.6% | $4,297-92.0% |