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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 | $13,852 | $78,694-82.4% | $67,652-79.5% | $125,389-89.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.52% | 9.46%-11.0pp | 6625.40%-6626.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,003 | $3,044-34.2% | $2,266-11.6% | $4,866-58.8% |
| Participant deferral / active EE | $4,720 | $4,292+10.0% | $3,560+32.6% | $5,352-11.8% |
| Admin fee / account holder | $1,404 | $7,403-81.0% | $4,821-70.9% | $9,541-85.3% |