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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 | $5,652 | $106,008-94.7% | $92,240-93.9% | $147,586-96.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 64.38% | 50.05%+14.3pp | 176.29%-111.9pp | 578.59%-514.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,609 | $4,478-19.4% | $3,897-7.4% | $5,439-33.6% |
| Admin fee / account holder | $310 | $6,333-95.1% | $5,194-94.0% | $10,886-97.2% |