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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 | $23,268 | $131,835-82.4% | $108,582-78.6% | $273,972-91.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 18.38% | -91.57%+110.0pp | -51.70%+70.1pp | 41.46%-23.1pp |
| Employer contribution / active EE | $8,217 | $4,913+67.3% | $3,758+118.6% | $4,869+68.8% |
| Participant deferral / active EE | $8,424 | $5,127+64.3% | $4,311+95.4% | $5,287+59.3% |
| Admin fee / account holder | $5,136 | $10,253-49.9% | $7,645-32.8% | $10,133-49.3% |