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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 | $8,804 | $129,737-93.2% | $119,126-92.6% | $154,746-94.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,343 | $4,375-69.3% | $4,034-66.7% | $4,379-69.3% |
| Participant deferral / active EE | $7,503 | $5,842+28.4% | $5,318+41.1% | $6,730+11.5% |
| Admin fee / account holder | $337 | $11,961-97.2% | $10,693-96.8% | $14,365-97.7% |