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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 | $12,614 | $75,959-83.4% | $154,114-91.8% | $64,181-80.3% |
| Participation rate | 86.6% | 70.4%+16.2pp | 83.0%+3.6pp | 69.6%+17.0pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.16%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,059 | $3,350-68.4% | $5,298-80.0% | $2,381-55.5% |
| Participant deferral / active EE | $2,119 | $3,175-33.2% | $5,081-58.3% | $3,470-38.9% |
| Admin fee / account holder | $782 | $5,589-86.0% | $13,411-94.2% | $4,887-84.0% |