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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 | $11,322 | $68,398-83.4% | $94,664-88.0% | $75,173-84.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 42.95% | 616.72%-573.8pp | 156.84%-113.9pp | 160.72%-117.8pp |
| Employer contribution / active EE | $3,011 | $2,701+11.5% | $3,673-18.0% | $2,671+12.7% |
| Participant deferral / active EE | $5,243 | $6,537-19.8% | $7,417-29.3% | $4,126+27.1% |
| Admin fee / account holder | $309 | $5,324-94.2% | $7,222-95.7% | $5,651-94.5% |