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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 | $20,467 | $167,522-87.8% | $151,639-86.5% | $134,532-84.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.03% | 7.81%-27.8pp | 3.34%-23.4pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,550 | $6,828-62.7% | $6,165-58.6% | $4,741-46.2% |
| Participant deferral / active EE | $6,469 | $8,986-28.0% | $8,363-22.7% | $6,401+1.1% |
| Admin fee / account holder | $2,298 | $13,780-83.3% | $11,613-80.2% | $11,429-79.9% |