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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 | $14,836 | $142,361-89.6% | $119,608-87.6% | $134,509-89.0% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -17.65% | -12.46%-5.2pp | -14.98%-2.7pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,926 | $5,224-63.1% | $4,232-54.5% | $4,741-59.4% |
| Participant deferral / active EE | $5,051 | $6,468-21.9% | $5,601-9.8% | $6,400-21.1% |
| Admin fee / account holder | $983 | $13,588-92.8% | $10,326-90.5% | $11,427-91.4% |