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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 | $17,078 | $82,674-79.3% | $125,363-86.4% | $68,495-75.1% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -13.57% | -5.97%-7.6pp | 572.15%-585.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,475 | $3,382-56.4% | $4,815-69.4% | $2,596-43.2% |
| Participant deferral / active EE | $3,695 | $6,111-39.5% | $7,447-50.4% | $4,028-8.3% |
| Admin fee / account holder | $366 | $6,276-94.2% | $10,005-96.3% | $5,403-93.2% |