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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 | $18,652 | $131,835-85.9% | $108,582-82.8% | $273,972-93.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 49.06% | -91.57%+140.6pp | -51.70%+100.8pp | 41.46%+7.6pp |
| Employer contribution / active EE | $1,861 | $4,913-62.1% | $3,758-50.5% | $4,869-61.8% |
| Participant deferral / active EE | $3,395 | $5,127-33.8% | $4,311-21.2% | $5,287-35.8% |
| Admin fee / account holder | $1,231 | $10,253-88.0% | $7,645-83.9% | $10,133-87.9% |