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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 | $4,506 | $138,078-96.7% | $125,363-96.4% | $134,509-96.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $6,753 | $5,245+28.7% | $4,815+40.2% | $4,741+42.4% |
| Participant deferral / active EE | $9,718 | $7,800+24.6% | $7,447+30.5% | $6,400+51.8% |
| Admin fee / account holder | $940 | $11,566-91.9% | $10,005-90.6% | $11,427-91.8% |