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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 | $10,111 | $133,998-92.5% | $112,263-91.0% | $134,545-92.5% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,466 | $4,040-63.7% | $3,636-59.7% | $4,742-69.1% |
| Participant deferral / active EE | $2,304 | $5,292-56.5% | $4,729-51.3% | $6,401-64.0% |
| Admin fee / account holder | $1,232 | $7,493-83.6% | $6,410-80.8% | $11,431-89.2% |