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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 | $4,941 | $82,314-94.0% | $68,808-92.8% | $134,532-96.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,332 | $3,301-29.4% | $2,656-12.2% | $4,741-50.8% |
| Participant deferral / active EE | $3,754 | $4,740-20.8% | $3,942-4.8% | $6,401-41.4% |
| Admin fee / account holder | $481 | $6,484-92.6% | $4,936-90.2% | $11,429-95.8% |