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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 | $9,345 | $91,537-89.8% | $130,045-92.8% | $75,173-87.6% |
| Participation rate | 93.4% | 71.5%+22.0pp | 78.5%+14.9pp | 67.2%+26.2pp |
| Annual return | 18.73% | -631.55%+650.3pp | -137.30%+156.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,122 | $2,845-60.6% | $4,321-74.0% | $2,671-58.0% |
| Participant deferral / active EE | $2,057 | $4,343-52.6% | $5,820-64.7% | $4,126-50.1% |
| Admin fee / account holder | $512 | $6,780-92.5% | $10,600-95.2% | $5,651-90.9% |