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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 | $7,983 | $87,546-90.9% | $75,784-89.5% | $125,389-93.6% |
| Participation rate | 77.3% | 80.2%-2.9pp | 75.8%+1.5pp | 83.2%-5.9pp |
| Annual return | -2.24% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $931 | $3,930-76.3% | $3,323-72.0% | $4,866-80.9% |
| Participant deferral / active EE | $1,959 | $4,230-53.7% | $3,652-46.4% | $5,352-63.4% |
| Admin fee / account holder | $520 | $6,503-92.0% | $5,300-90.2% | $9,541-94.5% |