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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 | $23,703 | $180,459-86.9% | $154,108-84.6% | $135,380-82.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -8.54% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,097 | $6,035-65.3% | $5,298-60.4% | $4,779-56.1% |
| Participant deferral / active EE | $5,114 | $5,806-11.9% | $5,081+0.6% | $5,609-8.8% |
| Admin fee / account holder | $1,263 | $16,145-92.2% | $13,411-90.6% | $10,828-88.3% |