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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 | $18,500 | $73,009-74.7% | $90,760-79.6% | $68,486-73.0% |
| Participation rate | 95.0% | 70.8%+24.2pp | 75.7%+19.3pp | 67.9%+27.1pp |
| Annual return | -18.66% | -13.81%-4.8pp | -12.16%-6.5pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,676 | $2,193-23.6% | $2,922-42.6% | $2,597-35.5% |
| Participant deferral / active EE | $1,914 | $3,626-47.2% | $4,565-58.1% | $4,028-52.5% |
| Admin fee / account holder | $679 | $5,896-88.5% | $8,444-92.0% | $5,404-87.4% |