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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 | $28,412 | $94,529-69.9% | $140,019-79.7% | $64,173-55.7% |
| Participation rate | 70.4% | 84.1%-13.7pp | 87.5%-17.1pp | 69.6%+0.8pp |
| Annual return | -5.24% | 7.77%-13.0pp | 651.15%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,824 | $3,812-52.2% | $5,605-67.5% | $2,381-23.4% |
| Participant deferral / active EE | $4,860 | $5,250-7.4% | $6,927-29.8% | $3,470+40.1% |
| Admin fee / account holder | $5,982 | $6,741-11.3% | $10,705-44.1% | $4,887+22.4% |