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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 | $4,982 | $167,362-97.0% | $143,799-96.5% | $134,532-96.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -8.33% | 0.47%-8.8pp | -0.04%-8.3pp | 418.27%-426.6pp |
| Employer contribution / active EE | $1,580 | $5,620-71.9% | $4,952-68.1% | $4,741-66.7% |
| Participant deferral / active EE | $3,731 | $6,447-42.1% | $5,638-33.8% | $6,401-41.7% |
| Admin fee / account holder | $359 | $18,094-98.0% | $14,677-97.6% | $11,429-96.9% |