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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 | $11,736 | $59,107-80.1% | $86,439-86.4% | $68,495-82.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4395.55%-4395.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $4,441 | $2,519+76.3% | $3,769+17.8% | $2,596+71.0% |
| Participant deferral / active EE | $10,561 | $5,901+79.0% | $6,952+51.9% | $4,028+162.2% |
| Admin fee / account holder | $2,480 | $5,637-56.0% | $6,732-63.2% | $5,403-54.1% |