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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 | $12,250 | $167,362-92.7% | $143,799-91.5% | $134,532-90.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -8.78% | 0.47%-9.3pp | -0.04%-8.7pp | 418.27%-427.0pp |
| Employer contribution / active EE | $2,651 | $5,620-52.8% | $4,952-46.5% | $4,741-44.1% |
| Participant deferral / active EE | $5,452 | $6,447-15.4% | $5,638-3.3% | $6,401-14.8% |
| Admin fee / account holder | $868 | $18,094-95.2% | $14,677-94.1% | $11,429-92.4% |