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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 | $8,038 | $82,674-90.3% | $125,381-93.6% | $68,486-88.3% |
| Participation rate | 90.9% | 75.1%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.58% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,217 | $3,382-64.0% | $4,815-74.7% | $2,597-53.1% |
| Participant deferral / active EE | $2,893 | $6,111-52.7% | $7,448-61.2% | $4,028-28.2% |
| Admin fee / account holder | $855 | $6,277-86.4% | $10,007-91.5% | $5,404-84.2% |