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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 | $17,724 | $58,828-69.9% | $78,002-77.3% | $62,881-71.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.30% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,515 | $1,672+170.1% | $2,470+82.8% | $2,281+97.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $378 | $4,393-91.4% | $5,481-93.1% | $4,296-91.2% |