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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 | $62,908 | $263,436-76.1% | $305,030-79.4% | $254,173-75.2% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 1.95% | 288.76%-286.8pp | 380.66%-378.7pp | 259.17%-257.2pp |
| Employer contribution / active EE | $11,867 | $47,316-74.9% | $45,083-73.7% | $41,471-71.4% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $681 | $13,313-94.9% | $12,800-94.7% | $21,502-96.8% |