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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 | $17,193 | $82,674-79.2% | $125,363-86.3% | $68,495-74.9% |
| Participation rate | 95.2% | 75.0%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -17.67% | -5.97%-11.7pp | 572.15%-589.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $802 | $3,382-76.3% | $4,815-83.3% | $2,596-69.1% |
| Participant deferral / active EE | $9,354 | $6,111+53.1% | $7,447+25.6% | $4,028+132.3% |
| Admin fee / account holder | $5,473 | $6,276-12.8% | $10,005-45.3% | $5,403+1.3% |