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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 | $146,705 | $827,797-82.3% | $788,447-81.4% | $349,369-58.0% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | -0.26% | -4.32%+4.1pp | -3.21%+3.0pp | -14.65%+14.4pp |
| Employer contribution / active EE | $30,330 | $53,412-43.2% | $46,051-34.1% | $46,321-34.5% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $4,817 | $50,219-90.4% | $46,258-89.6% | $14,582-67.0% |