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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 | $20,012 | $91,537-78.1% | $130,045-84.6% | $75,173-73.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.35% | -631.55%+652.9pp | -137.30%+158.7pp | 160.72%-139.4pp |
| Employer contribution / active EE | $2,406 | $2,845-15.4% | $4,321-44.3% | $2,671-9.9% |
| Participant deferral / active EE | $2,818 | $4,343-35.1% | $5,820-51.6% | $4,126-31.7% |
| Admin fee / account holder | $777 | $6,780-88.5% | $10,600-92.7% | $5,651-86.2% |