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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 | $15,833 | $167,353-90.5% | $143,797-89.0% | $134,545-88.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.93% | 0.48%-20.4pp | -0.04%-19.9pp | 418.37%-438.3pp |
| Employer contribution / active EE | $3,471 | $5,620-38.2% | $4,952-29.9% | $4,742-26.8% |
| Participant deferral / active EE | $6,153 | $6,447-4.6% | $5,638+9.1% | $6,401-3.9% |
| Admin fee / account holder | $635 | $18,096-96.5% | $14,679-95.7% | $11,431-94.4% |