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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 | $5,870 | $92,766-93.7% | $82,763-92.9% | $134,545-95.6% |
| Participation rate | 89.5% | 75.2%+14.3pp | 72.6%+16.9pp | 81.2%+8.2pp |
| Annual return | -16.18% | 946.97%-963.2pp | 702.45%-718.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,048 | $3,273-68.0% | $3,008-65.1% | $4,742-77.9% |
| Participant deferral / active EE | $1,631 | $4,802-66.0% | $4,395-62.9% | $6,401-74.5% |
| Admin fee / account holder | $310 | $5,978-94.8% | $5,325-94.2% | $11,431-97.3% |