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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 | $12,627 | $105,867-88.1% | $90,760-86.1% | $134,532-90.6% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -15.19% | -10.99%-4.2pp | -12.16%-3.0pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,965 | $3,464-43.3% | $2,922-32.7% | $4,741-58.6% |
| Participant deferral / active EE | $2,427 | $5,217-53.5% | $4,565-46.8% | $6,401-62.1% |
| Admin fee / account holder | $390 | $13,936-97.2% | $8,444-95.4% | $11,429-96.6% |