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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 | $14,307 | $54,380-73.7% | $68,509-79.1% | $59,633-76.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.41% | 2.83%-4.2pp | 8.27%-9.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,034 | $1,539-32.8% | $2,278-54.6% | $2,203-53.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $326 | $3,885-91.6% | $5,275-93.8% | $4,297-92.4% |