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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 | $4,624 | $100,938-95.4% | $90,461-94.9% | $158,982-97.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 131.93% | 1727.20%-1595.3pp | 1294.76%-1162.8pp | 302.99%-171.1pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,852 | $4,350-57.4% | $3,964-53.3% | $5,983-69.1% |
| Admin fee / account holder | $397 | $6,510-93.9% | $5,617-92.9% | $11,252-96.5% |