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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 | $16,909 | $82,674-79.5% | $125,363-86.5% | $68,495-75.3% |
| Participation rate | 91.5% | 75.0%+16.5pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -12.53% | -5.97%-6.6pp | 572.15%-584.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,108 | $3,382-67.2% | $4,815-77.0% | $2,596-57.3% |
| Participant deferral / active EE | $7,501 | $6,111+22.8% | $7,447+0.7% | $4,028+86.3% |
| Admin fee / account holder | $553 | $6,276-91.2% | $10,005-94.5% | $5,403-89.8% |