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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 | $16,523 | $77,816-78.8% | $123,552-86.6% | $64,173-74.3% |
| Participation rate | 84.9% | 74.7%+10.2pp | 82.3%+2.6pp | 69.6%+15.4pp |
| Annual return | -6.65% | 12.49%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,540 | $5,240-32.4% | $6,426-44.9% | $3,470+2.0% |
| Admin fee / account holder | $2,614 | $5,519-52.6% | $9,285-71.8% | $4,887-46.5% |