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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 | $14,868 | $82,674-82.0% | $125,381-88.1% | $68,486-78.3% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -17.30% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,438 | $3,382-57.5% | $4,815-70.1% | $2,597-44.6% |
| Participant deferral / active EE | $3,513 | $6,111-42.5% | $7,448-52.8% | $4,028-12.8% |
| Admin fee / account holder | $344 | $6,277-94.5% | $10,007-96.6% | $5,404-93.6% |