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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 | $10,834 | $102,422-89.4% | $147,117-92.6% | $80,959-86.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 0.00% | 135.16%-135.2pp | 420.54%-420.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,693 | $3,717-54.4% | $4,932-65.7% | $2,757-38.6% |
| Participant deferral / active EE | $7,145 | $6,652+7.4% | $8,065-11.4% | $4,300+66.1% |
| Admin fee / account holder | $562 | $7,953-92.9% | $12,993-95.7% | $6,925-91.9% |