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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 | $10,940 | $85,766-87.2% | $136,298-92.0% | $70,126-84.4% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,172 | $2,966-60.5% | $4,696-75.0% | $2,343-50.0% |
| Participant deferral / active EE | $2,870 | $5,051-43.2% | $6,247-54.1% | $3,332-13.8% |
| Admin fee / account holder | $1,003 | $5,421-81.5% | $9,244-89.2% | $4,645-78.4% |