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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 | $19,497 | $88,672-78.0% | $105,223-81.5% | $82,448-76.4% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 0.00% | 30.86%-30.9pp | 180.65%-180.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,682 | $3,048-12.0% | $3,689-27.3% | $2,551+5.1% |
| Participant deferral / active EE | $6,096 | $4,036+51.0% | $5,072+20.2% | $4,139+47.3% |
| Admin fee / account holder | $579 | $7,146-91.9% | $8,859-93.5% | $7,234-92.0% |