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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 | $20,597 | $78,425-73.7% | $95,956-78.5% | $79,858-74.2% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,132 | $1,945-41.8% | $2,541-55.5% | $2,471-54.2% |
| Participant deferral / active EE | $6,437 | $3,440+87.1% | $4,167+54.5% | $3,740+72.1% |
| Admin fee / account holder | $7,807 | $5,622+38.9% | $6,797+14.9% | $5,306+47.1% |