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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 | $26,860 | $168,636-84.1% | $147,618-81.8% | $125,388-78.6% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -1.85% | 77.65%-79.5pp | 61.98%-63.8pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,162 | $6,252-65.4% | $5,565-61.1% | $4,866-55.6% |
| Participant deferral / active EE | $2,346 | $5,507-57.4% | $4,895-52.1% | $5,352-56.2% |
| Admin fee / account holder | $10,878 | $13,580-19.9% | $11,612-6.3% | $9,541+14.0% |