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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 | $13,004 | $68,398-81.0% | $94,664-86.3% | $75,173-82.7% |
| Participation rate | 96.6% | 76.1%+20.5pp | 80.8%+15.7pp | 67.2%+29.3pp |
| Annual return | 0.00% | 616.72%-616.7pp | 156.84%-156.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $3,086 | $2,701+14.3% | $3,673-16.0% | $2,671+15.6% |
| Participant deferral / active EE | $5,793 | $6,537-11.4% | $7,417-21.9% | $4,126+40.4% |
| Admin fee / account holder | $11,993 | $5,324+125.3% | $7,222+66.1% | $5,651+112.3% |