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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 | $6,807 | $133,981-94.9% | $112,249-93.9% | $134,532-94.9% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -11.49% | 47.16%-58.7pp | 27.48%-39.0pp | 418.27%-429.8pp |
| Employer contribution / active EE | $1,865 | $4,040-53.8% | $3,636-48.7% | $4,741-60.7% |
| Participant deferral / active EE | $3,396 | $5,292-35.8% | $4,729-28.2% | $6,401-46.9% |
| Admin fee / account holder | $1,069 | $7,492-85.7% | $6,412-83.3% | $11,429-90.6% |