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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 | $10,980 | $57,352-80.9% | $83,831-86.9% | $64,173-82.9% |
| Participation rate | 75.6% | 68.6%+7.0pp | 76.1%-0.5pp | 69.6%+6.0pp |
| Annual return | -5.47% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,183 | $2,546-14.2% | $3,631-39.9% | $2,381-8.3% |
| Participant deferral / active EE | $3,370 | $2,993+12.6% | $4,082-17.4% | $3,470-2.9% |
| Admin fee / account holder | $1,206 | $4,046-70.2% | $5,479-78.0% | $4,887-75.3% |