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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 | $3,968 | $106,280-96.3% | $96,538-95.9% | $139,487-97.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.90% | 38.48%-22.6pp | 35.74%-19.8pp | 373.84%-357.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,661 | $5,457-69.6% | $4,880-66.0% | $6,713-75.3% |
| Admin fee / account holder | $885 | $7,888-88.8% | $6,737-86.9% | $11,407-92.2% |