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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 | $15,174 | $57,352-73.5% | $83,830-81.9% | $64,173-76.4% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.5pp | 69.6%+25.1pp |
| Annual return | -7.38% | 11.38%-18.8pp | 850.97%-858.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,135 | $2,546-55.4% | $3,631-68.7% | $2,381-52.3% |
| Participant deferral / active EE | $1,860 | $2,993-37.8% | $4,082-54.4% | $3,470-46.4% |
| Admin fee / account holder | $343 | $4,046-91.5% | $5,479-93.7% | $4,887-93.0% |