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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 | $10,022 | $52,911-81.1% | $73,309-86.3% | $59,633-83.2% |
| Participation rate | 76.7% | 68.2%+8.5pp | 74.9%+1.8pp | 68.7%+8.1pp |
| Annual return | -1.14% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,341 | $4,069-17.9% | $4,991-33.1% | $3,192+4.7% |
| Admin fee / account holder | $1,522 | $3,835-60.3% | $5,635-73.0% | $4,297-64.6% |