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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 | $8,718 | $84,685-89.7% | $73,836-88.2% | $125,389-93.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.84% | 3123.80%-3125.6pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $211 | $3,123-93.2% | $2,787-92.4% | $4,866-95.7% |
| Participant deferral / active EE | $3,077 | $3,993-22.9% | $3,583-14.1% | $5,352-42.5% |
| Admin fee / account holder | $2,389 | $5,694-58.0% | $4,882-51.1% | $9,541-75.0% |