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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 | $17,932 | $127,387-85.9% | $115,038-84.4% | $125,389-85.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.11% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,692 | $5,166-28.5% | $4,608-19.9% | $4,866-24.1% |
| Participant deferral / active EE | $5,227 | $6,423-18.6% | $6,026-13.3% | $5,352-2.3% |
| Admin fee / account holder | $1,986 | $9,516-79.1% | $8,175-75.7% | $9,541-79.2% |