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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 | $11,790 | $100,805-88.3% | $86,698-86.4% | $134,532-91.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.29% | 29.09%-46.4pp | 35.95%-53.2pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,045 | $3,490-41.4% | $2,837-27.9% | $4,741-56.9% |
| Participant deferral / active EE | $3,867 | $5,339-27.6% | $4,656-17.0% | $6,401-39.6% |
| Admin fee / account holder | $820 | $10,925-92.5% | $7,493-89.1% | $11,429-92.8% |