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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 | $21,621 | $131,835-83.6% | $108,582-80.1% | $273,972-92.1% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 8.05% | -91.57%+99.6pp | -51.70%+59.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,589 | $4,913-67.7% | $3,758-57.7% | $4,869-67.4% |
| Participant deferral / active EE | $4,796 | $5,127-6.5% | $4,311+11.2% | $5,287-9.3% |
| Admin fee / account holder | $4,286 | $10,253-58.2% | $7,645-43.9% | $10,133-57.7% |