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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 | $9,724 | $82,674-88.2% | $125,381-92.2% | $68,486-85.8% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,419 | $3,382+1.1% | $4,815-29.0% | $2,597+31.7% |
| Participant deferral / active EE | $7,081 | $6,111+15.9% | $7,448-4.9% | $4,028+75.8% |
| Admin fee / account holder | $512 | $6,277-91.8% | $10,007-94.9% | $5,404-90.5% |