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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 | $1,404 | $149,040-99.1% | $120,225-98.8% | $137,256-99.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 41.46% | 605.68%-564.2pp | 439.23%-397.8pp | 220.34%-178.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,659 | $4,655-64.4% | $3,999-58.5% | $6,407-74.1% |
| Admin fee / account holder | $476 | $6,348-92.5% | $5,696-91.6% | $12,270-96.1% |