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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 | $240,594 | $266,915-9.9% | $319,010-24.6% | $349,369-31.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -11.91% | 12.39%-24.3pp | 10.22%-22.1pp | -14.65%+2.7pp |
| Employer contribution / active EE | $42,949 | $53,662-20.0% | $51,205-16.1% | $46,321-7.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $1,748 | $9,726-82.0% | $10,810-83.8% | $14,582-88.0% |