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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 | $14,739 | $131,835-88.8% | $108,582-86.4% | $273,972-94.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,915 | $4,913-40.7% | $3,758-22.4% | $4,869-40.1% |
| Participant deferral / active EE | $6,108 | $5,127+19.1% | $4,311+41.7% | $5,287+15.5% |
| Admin fee / account holder | $3,098 | $10,253-69.8% | $7,645-59.5% | $10,133-69.4% |