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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 | $16,942 | $82,674-79.5% | $125,381-86.5% | $68,486-75.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.49% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $3,108 | $3,382-8.1% | $4,815-35.4% | $2,597+19.7% |
| Participant deferral / active EE | $7,438 | $6,111+21.7% | $7,448-0.1% | $4,028+84.7% |
| Admin fee / account holder | $2,452 | $6,277-60.9% | $10,007-75.5% | $5,404-54.6% |