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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 | $10,572 | $50,958-79.3% | $74,552-85.8% | $64,181-83.5% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.7pp | 69.6%+19.3pp |
| Annual return | -7.05% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,333 | $1,115+19.5% | $1,961-32.0% | $2,381-44.0% |
| Participant deferral / active EE | $2,894 | $2,301+25.8% | $3,108-6.9% | $3,470-16.6% |
| Admin fee / account holder | $896 | $4,223-78.8% | $5,060-82.3% | $4,887-81.7% |