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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 | $6,078 | $99,644-93.9% | $86,438-93.0% | $134,532-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.51% | 6787.26%-6806.8pp | 4397.19%-4416.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $762 | $4,402-82.7% | $3,769-79.8% | $4,741-83.9% |
| Participant deferral / active EE | $3,810 | $7,247-47.4% | $6,952-45.2% | $6,401-40.5% |
| Admin fee / account holder | $1,934 | $8,375-76.9% | $6,733-71.3% | $11,429-83.1% |