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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 | $17,794 | $92,219-80.7% | $76,768-76.8% | $135,379-86.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.71% | 5.46%-10.2pp | 2.43%-7.1pp | 519.79%-524.5pp |
| Employer contribution / active EE | $646 | $3,216-79.9% | $2,485-74.0% | $4,779-86.5% |
| Participant deferral / active EE | $3,690 | $4,508-18.2% | $3,852-4.2% | $5,609-34.2% |
| Admin fee / account holder | $595 | $10,749-94.5% | $6,675-91.1% | $10,828-94.5% |