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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 | $3,927 | $81,331-95.2% | $155,534-97.5% | $80,935-95.1% |
| Participation rate | 98.5% | 66.3%+32.2pp | 78.2%+20.3pp | 67.7%+30.8pp |
| Annual return | 0.00% | 33.37%-33.4pp | 64.92%-64.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $845 | $3,105-72.8% | $4,675-81.9% | $2,757-69.4% |
| Participant deferral / active EE | $1,067 | $3,454-69.1% | $5,630-81.0% | $4,299-75.2% |
| Admin fee / account holder | $370 | $7,999-95.4% | $15,900-97.7% | $6,924-94.7% |