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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 | $5,387 | $99,995-94.6% | $85,063-93.7% | $145,978-96.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 128.68% | 83.99%+44.7pp | 66.54%+62.1pp | 550.52%-421.8pp |
| Employer contribution / active EE | $1,137 | $3,231-64.8% | $2,727-58.3% | $4,662-75.6% |
| Participant deferral / active EE | $3,040 | $5,295-42.6% | $4,523-32.8% | $6,690-54.6% |
| Admin fee / account holder | $1,169 | $7,255-83.9% | $6,155-81.0% | $13,400-91.3% |