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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 | $93,345-95.4% | $119,126-96.4% | $87,485-95.0% |
| Participation rate | 86.2% | 68.7%+17.5pp | 75.8%+10.4pp | 68.9%+17.3pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,725 | $3,172-45.6% | $4,034-57.2% | $2,596-33.5% |
| Participant deferral / active EE | $5,018 | $4,099+22.4% | $5,318-5.6% | $4,274+17.4% |
| Admin fee / account holder | $644 | $8,039-92.0% | $10,693-94.0% | $7,775-91.7% |