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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 | $23,495 | $167,522-86.0% | $151,639-84.5% | $134,532-82.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -19.35% | 7.81%-27.2pp | 3.34%-22.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,869 | $6,828-43.3% | $6,165-37.2% | $4,741-18.4% |
| Participant deferral / active EE | $13,923 | $8,986+54.9% | $8,363+66.5% | $6,401+117.5% |
| Admin fee / account holder | $5,585 | $13,780-59.5% | $11,613-51.9% | $11,429-51.1% |