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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 | $11,174 | $99,011-88.7% | $86,582-87.1% | $147,586-92.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,298 | $3,132+69.1% | $2,839+86.6% | $4,876+8.6% |
| Participant deferral / active EE | $5,590 | $3,972+40.7% | $3,609+54.9% | $5,439+2.8% |
| Admin fee / account holder | $325 | $5,709-94.3% | $4,904-93.4% | $10,886-97.0% |