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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 | $5,119 | $138,102-96.3% | $125,381-95.9% | $134,532-96.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,111 | $5,245-59.8% | $4,815-56.2% | $4,741-55.5% |
| Participant deferral / active EE | $2,583 | $7,801-66.9% | $7,448-65.3% | $6,401-59.7% |
| Admin fee / account holder | $320 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |