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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 | $14,044 | $105,866-86.7% | $90,766-84.5% | $134,545-89.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.47% | -10.99%-8.5pp | -12.16%-7.3pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,152 | $3,464-37.9% | $2,922-26.4% | $4,742-54.6% |
| Participant deferral / active EE | $4,133 | $5,217-20.8% | $4,565-9.5% | $6,401-35.4% |
| Admin fee / account holder | $1,063 | $13,938-92.4% | $8,446-87.4% | $11,431-90.7% |