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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 | $15,332 | $142,392-89.2% | $119,622-87.2% | $134,532-88.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.92% | -12.46%-7.5pp | -14.98%-4.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $4,709 | $5,224-9.9% | $4,232+11.3% | $4,741-0.7% |
| Participant deferral / active EE | $5,316 | $6,467-17.8% | $5,601-5.1% | $6,401-17.0% |
| Admin fee / account holder | $934 | $13,593-93.1% | $10,328-91.0% | $11,429-91.8% |