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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 | $18,196 | $82,674-78.0% | $125,363-85.5% | $68,495-73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.15%-591.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,627 | $3,382-22.3% | $4,815-45.4% | $2,596+1.2% |
| Participant deferral / active EE | $6,823 | $6,111+11.6% | $7,447-8.4% | $4,028+69.4% |
| Admin fee / account holder | $700 | $6,276-88.8% | $10,005-93.0% | $5,403-87.0% |