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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 | $19,781 | $56,197-64.8% | $67,652-70.8% | $59,633-66.8% |
| Participation rate | 75.0% | 71.5%+3.5pp | 75.7%-0.7pp | 68.7%+6.3pp |
| Annual return | -1.48% | 18508.10%-18509.6pp | 6625.40%-6626.9pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,154 | $1,615-28.5% | $2,266-49.1% | $2,203-47.6% |
| Participant deferral / active EE | $1,853 | $2,844-34.8% | $3,560-48.0% | $3,192-42.0% |
| Admin fee / account holder | $582 | $3,958-85.3% | $4,821-87.9% | $4,297-86.5% |