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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 | $13,699 | $116,203-88.2% | $93,621-85.4% | $152,897-91.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,754 | $3,219-45.5% | $2,719-35.5% | $4,764-63.2% |
| Participant deferral / active EE | $6,783 | $4,605+47.3% | $4,070+66.7% | $5,851+15.9% |
| Admin fee / account holder | $701 | $10,751-93.5% | $7,890-91.1% | $11,599-94.0% |