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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 | $4,545 | $84,687-94.6% | $73,837-93.8% | $125,389-96.4% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -2.05% | 3123.93%-3126.0pp | 2268.13%-2270.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,971 | $3,993-25.6% | $3,583-17.1% | $5,352-44.5% |
| Admin fee / account holder | $625 | $5,694-89.0% | $4,882-87.2% | $9,541-93.5% |