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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 | $14,496 | $100,805-85.6% | $86,698-83.3% | $134,532-89.2% |
| Participation rate | 95.0% | 79.0%+16.0pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -16.64% | 29.09%-45.7pp | 35.95%-52.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $2,386 | $3,490-31.6% | $2,837-15.9% | $4,741-49.7% |
| Participant deferral / active EE | $5,051 | $5,339-5.4% | $4,656+8.5% | $6,401-21.1% |
| Admin fee / account holder | $3,147 | $10,925-71.2% | $7,493-58.0% | $11,429-72.5% |