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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 | $10,057 | $176,794-94.3% | $146,647-93.1% | $167,553-94.0% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.7pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,363 | $5,161-54.2% | $4,137-42.9% | $4,840-51.2% |
| Participant deferral / active EE | $3,776 | $6,440-41.4% | $5,506-31.4% | $6,343-40.5% |
| Admin fee / account holder | $620 | $13,262-95.3% | $10,281-94.0% | $12,316-95.0% |