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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 | $5,553 | $54,380-89.8% | $68,509-91.9% | $59,633-90.7% |
| Participation rate | 73.6% | 70.2%+3.4pp | 74.7%-1.1pp | 68.7%+5.0pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,690 | $1,539+9.8% | $2,278-25.8% | $2,203-23.3% |
| Participant deferral / active EE | $2,754 | $2,643+4.2% | $3,382-18.6% | $3,192-13.7% |
| Admin fee / account holder | $332 | $3,885-91.5% | $5,275-93.7% | $4,297-92.3% |