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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 | $11,113 | $118,496-90.6% | $98,461-88.7% | $139,466-92.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 18.96%-19.0pp | 21.17%-21.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $5,007 | $3,611+38.7% | $3,049+64.2% | $4,754+5.3% |
| Participant deferral / active EE | $11,450 | $5,393+112.3% | $4,738+141.6% | $6,712+70.6% |
| Admin fee / account holder | $6,302 | $14,056-55.2% | $8,961-29.7% | $11,409-44.8% |