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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 | $19,057 | $91,537-79.2% | $130,045-85.3% | $75,173-74.6% |
| Participation rate | 75.0% | 71.5%+3.5pp | 78.5%-3.5pp | 67.2%+7.8pp |
| Annual return | 29.81% | -631.55%+661.4pp | -137.30%+167.1pp | 160.72%-130.9pp |
| Employer contribution / active EE | $2,367 | $2,845-16.8% | $4,321-45.2% | $2,671-11.4% |
| Participant deferral / active EE | $3,867 | $4,343-11.0% | $5,820-33.6% | $4,126-6.3% |
| Admin fee / account holder | $2,603 | $6,780-61.6% | $10,600-75.4% | $5,651-53.9% |