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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 | $10,990 | $75,832-85.5% | $147,617-92.6% | $59,633-81.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.26% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $727 | $3,485-79.1% | $5,564-86.9% | $2,203-67.0% |
| Participant deferral / active EE | $1,195 | $3,131-61.8% | $4,895-75.6% | $3,192-62.6% |
| Admin fee / account holder | $816 | $5,986-86.4% | $11,612-93.0% | $4,297-81.0% |