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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 | $3,997 | $96,338-95.9% | $80,589-95.0% | $139,427-97.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.43%-1350.4pp | 935.83%-935.8pp | 373.27%-373.3pp |
| Employer contribution / active EE | $2,060 | $3,263-36.9% | $2,724-24.4% | $4,752-56.6% |
| Participant deferral / active EE | $5,137 | $5,234-1.8% | $4,449+15.5% | $6,711-23.5% |
| Admin fee / account holder | $2,676 | $6,600-59.5% | $5,379-50.3% | $11,404-76.5% |