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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 | $16,448 | $142,358-88.4% | $119,615-86.2% | $134,493-87.8% |
| Participation rate | 78.6% | 82.8%-4.3pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -18.37% | -12.46%-5.9pp | -14.98%-3.4pp | 418.01%-436.4pp |
| Employer contribution / active EE | $2,224 | $5,223-57.4% | $4,232-47.5% | $4,740-53.1% |
| Participant deferral / active EE | $6,156 | $6,470-4.8% | $5,602+9.9% | $6,400-3.8% |
| Admin fee / account holder | $846 | $13,585-93.8% | $10,324-91.8% | $11,425-92.6% |