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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 | $14,208 | $100,805-85.9% | $86,698-83.6% | $134,532-89.4% |
| Participation rate | 94.7% | 79.0%+15.8pp | 76.6%+18.1pp | 81.2%+13.5pp |
| Annual return | -17.61% | 29.09%-46.7pp | 35.95%-53.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,123 | $3,490-67.8% | $2,837-60.4% | $4,741-76.3% |
| Participant deferral / active EE | $3,580 | $5,339-32.9% | $4,656-23.1% | $6,401-44.1% |
| Admin fee / account holder | $1,133 | $10,925-89.6% | $7,493-84.9% | $11,429-90.1% |