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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 | $8,880 | $91,537-90.3% | $130,045-93.2% | $75,173-88.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.58% | -631.55%+654.1pp | -137.30%+159.9pp | 160.72%-138.1pp |
| Employer contribution / active EE | $2,470 | $2,845-13.2% | $4,321-42.8% | $2,671-7.5% |
| Participant deferral / active EE | $2,475 | $4,343-43.0% | $5,820-57.5% | $4,126-40.0% |
| Admin fee / account holder | $676 | $6,780-90.0% | $10,600-93.6% | $5,651-88.0% |