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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 | $6,015 | $82,674-92.7% | $125,381-95.2% | $68,486-91.2% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -7.52% | -5.97%-1.5pp | 572.31%-579.8pp | -7.85%+0.3pp |
| Employer contribution / active EE | $1,904 | $3,382-43.7% | $4,815-60.5% | $2,597-26.7% |
| Participant deferral / active EE | $5,036 | $6,111-17.6% | $7,448-32.4% | $4,028+25.0% |
| Admin fee / account holder | $729 | $6,277-88.4% | $10,007-92.7% | $5,404-86.5% |