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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 | $13,582 | $77,816-82.5% | $123,552-89.0% | $64,173-78.8% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -2.27% | 12.49%-14.8pp | 119.20%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,166 | $3,014-28.1% | $4,628-53.2% | $2,381-9.0% |
| Participant deferral / active EE | $3,460 | $5,240-34.0% | $6,426-46.2% | $3,470-0.3% |
| Admin fee / account holder | $1,787 | $5,519-67.6% | $9,285-80.8% | $4,887-63.4% |