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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 | $6,387 | $84,708-92.5% | $75,714-91.6% | $167,536-96.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,573 | $3,231+10.6% | $2,744+30.2% | $4,839-26.2% |
| Participant deferral / active EE | $7,386 | $4,577+61.3% | $3,820+93.3% | $6,342+16.4% |
| Admin fee / account holder | $738 | $5,358-86.2% | $3,619-79.6% | $12,315-94.0% |