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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 | $3,245 | $82,324-96.1% | $68,803-95.3% | $134,545-97.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.69% | -2.17%-16.5pp | -6.37%-12.3pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,117 | $3,302-66.2% | $2,656-57.9% | $4,742-76.4% |
| Participant deferral / active EE | $1,545 | $4,740-67.4% | $3,942-60.8% | $6,401-75.9% |
| Admin fee / account holder | $606 | $6,485-90.7% | $4,936-87.7% | $11,431-94.7% |