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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 | $10,088 | $59,116-82.9% | $86,438-88.3% | $68,486-85.3% |
| Participation rate | 94.4% | 75.2%+19.2pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -16.45% | -0.23%-16.2pp | 4397.19%-4413.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,655 | $2,519+45.1% | $3,769-3.0% | $2,597+40.8% |
| Participant deferral / active EE | $3,868 | $5,902-34.5% | $6,952-44.4% | $4,028-4.0% |
| Admin fee / account holder | $1,935 | $5,639-65.7% | $6,733-71.3% | $5,404-64.2% |