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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 | $7,785 | $71,878-89.2% | $86,698-91.0% | $68,486-88.6% |
| Participation rate | 72.0% | 72.2%-0.2pp | 76.6%-4.6pp | 67.9%+4.1pp |
| Annual return | -14.05% | 3.53%-17.6pp | 35.95%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,013 | $2,173-53.4% | $2,837-64.3% | $2,597-61.0% |
| Participant deferral / active EE | $2,148 | $3,779-43.2% | $4,656-53.9% | $4,028-46.7% |
| Admin fee / account holder | $422 | $6,113-93.1% | $7,493-94.4% | $5,404-92.2% |