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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 | $17,883 | $72,404-75.3% | $110,243-83.8% | $64,173-72.1% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -4.41% | -6.29%+1.9pp | 314.76%-319.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,554 | $2,282-31.9% | $3,827-59.4% | $2,381-34.7% |
| Participant deferral / active EE | $2,012 | $3,469-42.0% | $4,672-56.9% | $3,470-42.0% |
| Admin fee / account holder | $639 | $5,664-88.7% | $8,548-92.5% | $4,887-86.9% |