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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 | $9,136 | $59,116-84.5% | $86,438-89.4% | $68,486-86.7% |
| Participation rate | 93.9% | 75.2%+18.7pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,732 | $2,519+48.2% | $3,769-1.0% | $2,597+43.7% |
| Participant deferral / active EE | $7,668 | $5,902+29.9% | $6,952+10.3% | $4,028+90.4% |
| Admin fee / account holder | $568 | $5,639-89.9% | $6,733-91.6% | $5,404-89.5% |