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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 | $5,063 | $45,872-89.0% | $77,096-93.4% | $68,486-92.6% |
| Participation rate | 88.1% | 55.9%+32.2pp | 67.9%+20.2pp | 67.9%+20.2pp |
| Annual return | -18.08% | 1.73%-19.8pp | 42.35%-60.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $757 | $1,650-54.1% | $2,814-73.1% | $2,597-70.9% |
| Participant deferral / active EE | $1,697 | $2,963-42.7% | $4,429-61.7% | $4,028-57.9% |
| Admin fee / account holder | $323 | $3,041-89.4% | $5,428-94.1% | $5,404-94.0% |