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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 | $2,526 | $72,465-96.5% | $67,575-96.3% | $145,884-98.3% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 15.83% | 7222.56%-7206.7pp | 3528.98%-3513.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,260 | $4,786-73.7% | $4,003-68.5% | $6,690-81.2% |
| Admin fee / account holder | $570 | $5,515-89.7% | $3,993-85.7% | $13,392-95.7% |