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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 | $10,749 | $91,537-88.3% | $130,045-91.7% | $75,173-85.7% |
| Participation rate | 89.2% | 71.5%+17.7pp | 78.5%+10.7pp | 67.2%+22.0pp |
| Annual return | 18.41% | -631.55%+650.0pp | -137.30%+155.7pp | 160.72%-142.3pp |
| Employer contribution / active EE | $2,711 | $2,845-4.7% | $4,321-37.3% | $2,671+1.5% |
| Participant deferral / active EE | $3,673 | $4,343-15.4% | $5,820-36.9% | $4,126-11.0% |
| Admin fee / account holder | $1,529 | $6,780-77.4% | $10,600-85.6% | $5,651-72.9% |