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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 | $16,491 | $82,674-80.1% | $125,381-86.8% | $68,486-75.9% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,694 | $3,382-20.3% | $4,815-44.1% | $2,597+3.7% |
| Participant deferral / active EE | $6,430 | $6,111+5.2% | $7,448-13.7% | $4,028+59.6% |
| Admin fee / account holder | $3,535 | $6,277-43.7% | $10,007-64.7% | $5,404-34.6% |