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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 | $10,060 | $72,177-86.1% | $115,038-91.3% | $59,633-83.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.73% | 12.02%-12.7pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $1,042 | $2,841-63.3% | $4,608-77.4% | $2,203-52.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $436 | $4,927-91.1% | $8,175-94.7% | $4,297-89.8% |