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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 | $19,497 | $105,284-81.5% | $150,734-87.1% | $94,015-79.3% |
| Participation rate | 93.1% | 71.7%+21.4pp | 78.4%+14.7pp | 70.8%+22.3pp |
| Annual return | 0.00% | 15.67%-15.7pp | 600.81%-600.8pp | 17.84%-17.8pp |
| Employer contribution / active EE | $2,682 | $3,599-25.5% | $4,918-45.5% | $2,790-3.9% |
| Participant deferral / active EE | $6,096 | $4,274+42.6% | $5,610+8.7% | $4,249+43.5% |
| Admin fee / account holder | $579 | $9,839-94.1% | $14,905-96.1% | $8,951-93.5% |