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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 | $6,618 | $102,635-93.6% | $86,209-92.3% | $139,456-95.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1923.53%-1923.5pp | 1169.05%-1169.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $2,183 | $3,034-28.0% | $2,381-8.3% | $4,753-54.1% |
| Participant deferral / active EE | $5,460 | $4,677+16.7% | $3,986+37.0% | $6,711-18.6% |
| Admin fee / account holder | $495 | $8,661-94.3% | $6,853-92.8% | $11,407-95.7% |