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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 | $6,482 | $64,729-90.0% | $112,263-94.2% | $68,490-90.5% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -19.37% | -11.40%-8.0pp | 27.49%-46.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,671 | $2,746-2.7% | $3,636-26.5% | $2,597+2.9% |
| Participant deferral / active EE | $3,480 | $3,566-2.4% | $4,729-26.4% | $4,028-13.6% |
| Admin fee / account holder | $2,511 | $5,222-51.9% | $6,410-60.8% | $5,403-53.5% |