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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 | $25,147 | $72,404-65.3% | $110,243-77.2% | $64,173-60.8% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.6%+11.8pp |
| Annual return | -5.51% | -6.29%+0.8pp | 314.76%-320.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $601 | $2,282-73.6% | $3,827-84.3% | $2,381-74.7% |
| Participant deferral / active EE | $2,276 | $3,469-34.4% | $4,672-51.3% | $3,470-34.4% |
| Admin fee / account holder | $1,855 | $5,664-67.3% | $8,548-78.3% | $4,887-62.1% |