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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 | $2,310 | $55,437-95.8% | $155,534-98.5% | $74,459-96.9% |
| Participation rate | 71.2% | 61.9%+9.3pp | 78.2%-7.0pp | 67.2%+3.9pp |
| Annual return | 114.42% | 269.58%-155.2pp | 64.92%+49.5pp | 1369.70%-1255.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,774 | $2,837-37.5% | $5,630-68.5% | $4,350-59.2% |
| Admin fee / account holder | $341 | $1,742-80.4% | $15,900-97.9% | $1,945-82.4% |