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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 | $17,078 | $167,362-89.8% | $143,799-88.1% | $134,532-87.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -11.17% | 0.47%-11.6pp | -0.04%-11.1pp | 418.27%-429.4pp |
| Employer contribution / active EE | $5,171 | $5,620-8.0% | $4,952+4.4% | $4,741+9.1% |
| Participant deferral / active EE | $4,750 | $6,447-26.3% | $5,638-15.8% | $6,401-25.8% |
| Admin fee / account holder | $5,524 | $18,094-69.5% | $14,677-62.4% | $11,429-51.7% |