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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 | $8,402 | $138,068-93.9% | $125,358-93.3% | $134,493-93.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $2,259 | $5,244-56.9% | $4,814-53.1% | $4,740-52.3% |
| Participant deferral / active EE | $5,954 | $7,799-23.7% | $7,447-20.0% | $6,400-7.0% |
| Admin fee / account holder | $585 | $11,568-94.9% | $10,007-94.2% | $11,425-94.9% |