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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 | $25,981 | $110,083-76.4% | $151,639-82.9% | $68,486-62.1% |
| Participation rate | 94.7% | 84.0%+10.8pp | 87.5%+7.2pp | 67.9%+26.8pp |
| Annual return | -17.41% | -10.12%-7.3pp | 3.34%-20.7pp | -7.85%-9.6pp |
| Employer contribution / active EE | $3,237 | $4,470-27.6% | $6,165-47.5% | $2,597+24.6% |
| Participant deferral / active EE | $5,079 | $6,526-22.2% | $8,363-39.3% | $4,028+26.1% |
| Admin fee / account holder | $4,374 | $7,718-43.3% | $11,613-62.3% | $5,404-19.1% |