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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 | $1,766 | $95,959-98.2% | $97,411-98.2% | $138,895-98.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 0.00% | 29.30%-29.3pp | 34.72%-34.7pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $4,278-100.0% | $4,210-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,643 | $5,876-38.0% | $5,886-38.1% | $6,396-43.0% |
| Admin fee / account holder | $438 | $7,555-94.2% | $7,145-93.9% | $12,562-96.5% |