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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 | $16,191 | $65,703-75.4% | $94,228-82.8% | $59,633-72.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.99% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,908 | $3,143+56.2% | $4,320+13.6% | $3,192+53.8% |
| Admin fee / account holder | $1,257 | $4,264-70.5% | $6,269-79.9% | $4,297-70.7% |