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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 | $15,946 | $100,811-84.2% | $86,698-81.6% | $134,545-88.1% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -18.86% | 29.11%-48.0pp | 35.96%-54.8pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,096 | $3,490-11.3% | $2,837+9.1% | $4,742-34.7% |
| Participant deferral / active EE | $5,800 | $5,339+8.6% | $4,656+24.6% | $6,401-9.4% |
| Admin fee / account holder | $301 | $10,926-97.2% | $7,492-96.0% | $11,431-97.4% |