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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 | $4,338 | $96,731-95.5% | $123,973-96.5% | $86,983-95.0% |
| Participation rate | 86.2% | 70.0%+16.2pp | 76.7%+9.5pp | 69.5%+16.7pp |
| Annual return | 0.00% | 17.33%-17.3pp | 388.13%-388.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $1,725 | $3,297-47.7% | $4,126-58.2% | $2,584-33.2% |
| Participant deferral / active EE | $5,018 | $4,152+20.9% | $5,247-4.4% | $4,194+19.7% |
| Admin fee / account holder | $644 | $8,722-92.6% | $11,799-94.5% | $7,856-91.8% |