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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 | $10,573 | $59,116-82.1% | $86,438-87.8% | $68,486-84.6% |
| Participation rate | 93.9% | 75.2%+18.6pp | 80.3%+13.5pp | 67.9%+26.0pp |
| Annual return | -17.23% | -0.23%-17.0pp | 4397.19%-4414.4pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,588 | $2,519-36.9% | $3,769-57.9% | $2,597-38.8% |
| Participant deferral / active EE | $3,786 | $5,902-35.9% | $6,952-45.5% | $4,028-6.0% |
| Admin fee / account holder | $505 | $5,639-91.0% | $6,733-92.5% | $5,404-90.7% |