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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 | $13,046 | $82,674-84.2% | $125,381-89.6% | $68,486-81.0% |
| Participation rate | 81.0% | 75.1%+6.0pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,550 | $3,382-24.6% | $4,815-47.0% | $2,597-1.8% |
| Participant deferral / active EE | $5,469 | $6,111-10.5% | $7,448-26.6% | $4,028+35.8% |
| Admin fee / account holder | $860 | $6,277-86.3% | $10,007-91.4% | $5,404-84.1% |