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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 | $16,873 | $82,678-79.6% | $125,391-86.5% | $68,490-75.4% |
| Participation rate | 96.1% | 75.1%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,015 | $3,382-40.4% | $4,816-58.2% | $2,597-22.4% |
| Participant deferral / active EE | $5,948 | $6,111-2.7% | $7,448-20.1% | $4,028+47.7% |
| Admin fee / account holder | $666 | $6,277-89.4% | $10,009-93.3% | $5,403-87.7% |