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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 | $13,128 | $56,484-76.8% | $169,452-92.3% | $64,173-79.5% |
| Participation rate | 82.7% | 64.5%+18.1pp | 77.8%+4.9pp | 69.6%+13.1pp |
| Annual return | -7.55% | -1.55%-6.0pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,299 | $1,832-29.1% | $4,157-68.8% | $2,381-45.5% |
| Participant deferral / active EE | $2,413 | $3,448-30.0% | $5,277-54.3% | $3,470-30.5% |
| Admin fee / account holder | $348 | $4,174-91.7% | $9,110-96.2% | $4,887-92.9% |