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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 | $15,734 | $62,589-74.9% | $76,768-79.5% | $64,173-75.5% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -4.89% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,263 | $1,832+23.5% | $2,485-8.9% | $2,381-5.0% |
| Participant deferral / active EE | $4,626 | $3,145+47.1% | $3,852+20.1% | $3,470+33.3% |
| Admin fee / account holder | $2,168 | $4,667-53.6% | $6,675-67.5% | $4,887-55.6% |