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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 | $8,529 | $61,815-86.2% | $97,295-91.2% | $80,959-89.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.15% | -558.73%+572.9pp | 75.62%-61.5pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,828 | $1,836-0.4% | $2,723-32.9% | $2,757-33.7% |
| Participant deferral / active EE | $2,824 | $3,027-6.7% | $4,264-33.8% | $4,300-34.3% |
| Admin fee / account holder | $603 | $5,166-88.3% | $5,646-89.3% | $6,925-91.3% |