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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 | $14,650 | $138,102-89.4% | $125,381-88.3% | $134,532-89.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -11.23% | 750.73%-762.0pp | 572.31%-583.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $3,395 | $5,245-35.3% | $4,815-29.5% | $4,741-28.4% |
| Participant deferral / active EE | $7,845 | $7,801+0.6% | $7,448+5.3% | $6,401+22.6% |
| Admin fee / account holder | $1,348 | $11,568-88.4% | $10,007-86.5% | $11,429-88.2% |