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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 | $33,755 | $240,714-86.0% | $33,7550% | $240,714-86.0% |
| Participation rate | 100.0% | 91.7%+8.3pp | 100.0%0pp | 91.7%+8.3pp |
| Annual return | 2.86% | 6.51%-3.6pp | 8.33%-5.5pp | 6.51%-3.6pp |
| Employer contribution / active EE | $4,056 | $13,526-70.0% | $8,346-51.4% | $13,526-70.0% |
| Participant deferral / active EE | $0 | $9,348-100.0% | $0 | $9,348-100.0% |
| Admin fee / account holder | $861 | $100,511-99.1% | $8610% | $100,511-99.1% |