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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 | $12,242 | $167,533-92.7% | $151,645-91.9% | $134,545-90.9% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -20.84% | 7.81%-28.6pp | 3.34%-24.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,637 | $6,828-61.4% | $6,165-57.2% | $4,742-44.4% |
| Participant deferral / active EE | $5,743 | $8,985-36.1% | $8,363-31.3% | $6,401-10.3% |
| Admin fee / account holder | $370 | $13,781-97.3% | $11,614-96.8% | $11,431-96.8% |