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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 | $9,948 | $64,311-84.5% | $57,356-82.7% | $125,389-92.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.64% | 25.14%-27.8pp | 24.41%-27.0pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,082 | $3,193-66.1% | $2,689-59.7% | $4,866-77.8% |
| Participant deferral / active EE | $3,426 | $3,846-10.9% | $3,162+8.4% | $5,352-36.0% |
| Admin fee / account holder | $578 | $5,243-89.0% | $3,357-82.8% | $9,541-93.9% |