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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 | $6,946 | $95,915-92.8% | $79,580-91.3% | $134,532-94.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -16.30% | -2.71%-13.6pp | 0.15%-16.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,224 | $3,129-60.9% | $2,413-49.3% | $4,741-74.2% |
| Participant deferral / active EE | $3,223 | $4,693-31.3% | $3,985-19.1% | $6,401-49.7% |
| Admin fee / account holder | $369 | $9,132-96.0% | $6,835-94.6% | $11,429-96.8% |