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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 | $5,923 | $77,416-92.3% | $69,464-91.5% | $152,897-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 97.67% | 39.08%+58.6pp | 28.98%+68.7pp | 345.43%-247.8pp |
| Employer contribution / active EE | $635 | $3,315-80.9% | $2,779-77.2% | $4,764-86.7% |
| Participant deferral / active EE | $1,620 | $4,413-63.3% | $3,536-54.2% | $5,851-72.3% |
| Admin fee / account holder | $480 | $6,208-92.3% | $3,840-87.5% | $11,599-95.9% |