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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 | $11,348 | $71,878-84.2% | $86,698-86.9% | $68,486-83.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.66% | 3.53%-22.2pp | 35.95%-54.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,505 | $2,173+15.3% | $2,837-11.7% | $2,597-3.5% |
| Participant deferral / active EE | $4,781 | $3,779+26.5% | $4,656+2.7% | $4,028+18.7% |
| Admin fee / account holder | $308 | $6,113-95.0% | $7,493-95.9% | $5,404-94.3% |