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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 | $10,778 | $70,666-84.7% | $169,385-93.6% | $75,181-85.7% |
| Participation rate | 97.7% | 64.8%+32.9pp | 77.2%+20.5pp | 67.2%+30.5pp |
| Annual return | 0.00% | 36.37%-36.4pp | 405.82%-405.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $2,823 | $2,210+27.7% | $4,012-29.6% | $2,671+5.7% |
| Participant deferral / active EE | $4,311 | $4,3080% | $6,221-30.7% | $4,126+4.5% |
| Admin fee / account holder | $763 | $5,402-85.9% | $9,011-91.5% | $5,650-86.5% |