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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 | $14,446 | $102,422-85.9% | $147,117-90.2% | $80,959-82.2% |
| Participation rate | 90.6% | 75.9%+14.7pp | 82.2%+8.4pp | 67.7%+22.9pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,230 | $3,717-66.9% | $4,932-75.1% | $2,757-55.4% |
| Participant deferral / active EE | $2,866 | $6,652-56.9% | $8,065-64.5% | $4,300-33.4% |
| Admin fee / account holder | $1,910 | $7,953-76.0% | $12,993-85.3% | $6,925-72.4% |