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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 | $22,060 | $180,462-87.8% | $154,111-85.7% | $135,379-83.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.18% | 888.17%-895.3pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $2,196 | $6,036-63.6% | $5,298-58.6% | $4,779-54.1% |
| Participant deferral / active EE | $3,230 | $5,806-44.4% | $5,081-36.4% | $5,609-42.4% |
| Admin fee / account holder | $3,595 | $16,145-77.7% | $13,411-73.2% | $10,828-66.8% |