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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 | $15,699 | $54,320-71.1% | $67,652-76.8% | $52,331-70.0% |
| Participation rate | 94.6% | 73.6%+21.0pp | 75.7%+19.0pp | 68.1%+26.5pp |
| Annual return | -0.78% | 6.81%-7.6pp | 6625.40%-6626.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,005 | $1,544-34.9% | $2,266-55.6% | $1,882-46.6% |
| Participant deferral / active EE | $1,518 | $2,950-48.5% | $3,560-57.4% | $3,022-49.8% |
| Admin fee / account holder | $645 | $527+22.4% | $4,821-86.6% | $592+9.0% |