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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 | $8,291 | $82,674-90.0% | $125,381-93.4% | $68,486-87.9% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.31%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,181 | $3,382-35.5% | $4,815-54.7% | $2,597-16.0% |
| Participant deferral / active EE | $3,770 | $6,111-38.3% | $7,448-49.4% | $4,028-6.4% |
| Admin fee / account holder | $365 | $6,277-94.2% | $10,007-96.3% | $5,404-93.2% |