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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 | $4,263 | $96,678-95.6% | $86,640-95.1% | $139,466-96.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.10% | 106.69%-79.6pp | 592.52%-565.4pp | 373.66%-346.6pp |
| Employer contribution / active EE | $1,177 | $3,265-64.0% | $3,024-61.1% | $4,754-75.2% |
| Participant deferral / active EE | $1,464 | $4,837-69.7% | $4,438-67.0% | $6,712-78.2% |
| Admin fee / account holder | $793 | $6,410-87.6% | $5,616-85.9% | $11,409-93.1% |