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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 | $14,312 | $158,852-91.0% | $121,220-88.2% | $135,379-89.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.82% | -0.64%-7.2pp | 16.94%-24.8pp | 519.79%-527.6pp |
| Employer contribution / active EE | $5,711 | $5,666+0.8% | $4,023+42.0% | $4,779+19.5% |
| Participant deferral / active EE | $2,985 | $4,006-25.5% | $3,345-10.8% | $5,609-46.8% |
| Admin fee / account holder | $1,654 | $6,515-74.6% | $5,021-67.1% | $10,828-84.7% |