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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 | $10,791 | $167,352-93.6% | $143,788-92.5% | $134,509-92.0% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -19.71% | 0.47%-20.2pp | -0.03%-19.7pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,403 | $5,620-75.0% | $4,952-71.7% | $4,741-70.4% |
| Participant deferral / active EE | $4,172 | $6,447-35.3% | $5,638-26.0% | $6,400-34.8% |
| Admin fee / account holder | $504 | $18,091-97.2% | $14,675-96.6% | $11,427-95.6% |