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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 | $19,767 | $69,708-71.6% | $67,560-70.7% | $74,478-73.5% |
| Participation rate | 72.0% | 71.4%+0.6pp | 72.9%-0.9pp | 67.2%+4.8pp |
| Annual return | 16.50% | -40.67%+57.2pp | 3533.50%-3517.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $1,483 | $2,715-45.4% | $2,737-45.8% | $2,626-43.5% |
| Participant deferral / active EE | $5,369 | $3,637+47.6% | $4,004+34.1% | $4,350+23.4% |
| Admin fee / account holder | $3,232 | $887+264.3% | $3,994-19.1% | $1,946+66.1% |