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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 | $5,228 | $105,866-95.1% | $90,766-94.2% | $134,545-96.1% |
| Participation rate | 79.2% | 78.3%+0.9pp | 75.7%+3.5pp | 81.2%-2.1pp |
| Annual return | -20.18% | -10.99%-9.2pp | -12.16%-8.0pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,936 | $3,464-44.1% | $2,922-33.7% | $4,742-59.2% |
| Participant deferral / active EE | $1,624 | $5,217-68.9% | $4,565-64.4% | $6,401-74.6% |
| Admin fee / account holder | $1,033 | $13,938-92.6% | $8,446-87.8% | $11,431-91.0% |