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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 | $8,458 | $99,644-91.5% | $86,438-90.2% | $134,532-93.7% |
| Participation rate | 72.7% | 82.1%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,580 | $7,247+4.6% | $6,952+9.0% | $6,401+18.4% |
| Admin fee / account holder | $1,044 | $8,375-87.5% | $6,733-84.5% | $11,429-90.9% |