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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 | $8,820 | $48,327-81.7% | $67,575-86.9% | $80,935-89.1% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.7%+29.6pp |
| Annual return | 0.00% | 18.31%-18.3pp | 3528.98%-3529.0pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,162 | $2,927-26.1% | $4,003-46.0% | $4,299-49.7% |
| Admin fee / account holder | $930 | $3,692-74.8% | $3,993-76.7% | $6,924-86.6% |