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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 | $19,118 | $56,197-66.0% | $67,652-71.7% | $59,633-67.9% |
| Participation rate | 81.8% | 71.5%+10.3pp | 75.7%+6.2pp | 68.7%+13.1pp |
| Annual return | -2.16% | 18508.10%-18510.3pp | 6625.40%-6627.6pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $1,554 | $1,615-3.7% | $2,266-31.4% | $2,203-29.4% |
| Participant deferral / active EE | $2,894 | $2,844+1.8% | $3,560-18.7% | $3,192-9.3% |
| Admin fee / account holder | $2,761 | $3,958-30.2% | $4,821-42.7% | $4,297-35.7% |