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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 | $3,399 | $167,353-98.0% | $143,797-97.6% | $134,545-97.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,977 | $5,620-64.8% | $4,952-60.1% | $4,742-58.3% |
| Participant deferral / active EE | $2,965 | $6,447-54.0% | $5,638-47.4% | $6,401-53.7% |
| Admin fee / account holder | $335 | $18,096-98.2% | $14,679-97.7% | $11,431-97.1% |