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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 | $7,718 | $100,792-92.3% | $86,691-91.1% | $134,509-94.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.92% | 29.08%-48.0pp | 35.94%-54.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $1,742 | $3,491-50.1% | $2,837-38.6% | $4,741-63.3% |
| Participant deferral / active EE | $5,873 | $5,339+10.0% | $4,656+26.1% | $6,400-8.2% |
| Admin fee / account holder | $2,102 | $10,924-80.8% | $7,492-71.9% | $11,427-81.6% |