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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 | $8,969 | $81,870-89.0% | $119,622-92.5% | $68,486-86.9% |
| Participation rate | 93.9% | 71.9%+22.0pp | 79.3%+14.7pp | 67.9%+26.0pp |
| Annual return | -16.67% | -23.82%+7.1pp | -14.98%-1.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,834 | $2,692+5.3% | $4,232-33.0% | $2,597+9.2% |
| Participant deferral / active EE | $5,010 | $4,148+20.8% | $5,601-10.5% | $4,028+24.4% |
| Admin fee / account holder | $518 | $6,583-92.1% | $10,328-95.0% | $5,404-90.4% |