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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 | $93,345-79.1% | $119,126-83.6% | $87,485-77.7% |
| Participation rate | 93.1% | 68.7%+24.4pp | 75.8%+17.3pp | 68.9%+24.2pp |
| Annual return | 0.00% | 19.08%-19.1pp | 282.11%-282.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $2,682 | $3,172-15.4% | $4,034-33.5% | $2,596+3.3% |
| Participant deferral / active EE | $6,096 | $4,099+48.7% | $5,318+14.6% | $4,274+42.6% |
| Admin fee / account holder | $579 | $8,039-92.8% | $10,693-94.6% | $7,775-92.5% |