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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 | $14,516 | $105,866-86.3% | $90,766-84.0% | $134,545-89.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.33% | -10.99%-1.3pp | -12.16%-0.2pp | 418.37%-430.7pp |
| Employer contribution / active EE | $2,772 | $3,464-20.0% | $2,922-5.1% | $4,742-41.5% |
| Participant deferral / active EE | $5,062 | $5,217-3.0% | $4,565+10.9% | $6,401-20.9% |
| Admin fee / account holder | $2,499 | $13,938-82.1% | $8,446-70.4% | $11,431-78.1% |