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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 | $5,736 | $84,685-93.2% | $73,836-92.2% | $125,389-95.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 2.98% | 3123.80%-3120.8pp | 2268.06%-2265.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $125 | $3,123-96.0% | $2,787-95.5% | $4,866-97.4% |
| Participant deferral / active EE | $2,551 | $3,993-36.1% | $3,583-28.8% | $5,352-52.3% |
| Admin fee / account holder | $1,877 | $5,694-67.0% | $4,882-61.5% | $9,541-80.3% |