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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 | $24,857 | $222,882-88.8% | $182,153-86.4% | $198,609-87.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.7%+34.3pp | 82.4%+17.6pp |
| Annual return | 12.13% | 38.53%-26.4pp | 35.04%-22.9pp | 202.70%-190.6pp |
| Employer contribution / active EE | $1,667 | $2,741-39.2% | $2,593-35.7% | $5,055-67.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,776-100.0% | $6,977-100.0% |
| Admin fee / account holder | $339 | $8,972-96.2% | $9,477-96.4% | $19,030-98.2% |