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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 | $23,688 | $91,537-74.1% | $130,045-81.8% | $75,173-68.5% |
| Participation rate | 93.9% | 71.5%+22.5pp | 78.5%+15.4pp | 67.2%+26.7pp |
| Annual return | 18.83% | -631.55%+650.4pp | -137.30%+156.1pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,826 | $2,845-35.8% | $4,321-57.8% | $2,671-31.6% |
| Participant deferral / active EE | $4,725 | $4,343+8.8% | $5,820-18.8% | $4,126+14.5% |
| Admin fee / account holder | $2,634 | $6,780-61.2% | $10,600-75.2% | $5,651-53.4% |