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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 | $18,001 | $85,766-79.0% | $136,298-86.8% | $70,126-74.3% |
| Participation rate | 87.9% | 74.2%+13.8pp | 81.9%+6.0pp | 69.5%+18.4pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,989 | $5,051-1.2% | $6,247-20.1% | $3,332+49.7% |
| Admin fee / account holder | $1,046 | $5,421-80.7% | $9,244-88.7% | $4,645-77.5% |