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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 | $24,267 | $110,083-78.0% | $151,639-84.0% | $68,486-64.6% |
| Participation rate | 96.2% | 84.0%+12.2pp | 87.5%+8.7pp | 67.9%+28.3pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,774 | $4,470-60.3% | $6,165-71.2% | $2,597-31.7% |
| Participant deferral / active EE | $4,352 | $6,526-33.3% | $8,363-48.0% | $4,028+8.0% |
| Admin fee / account holder | $741 | $7,718-90.4% | $11,613-93.6% | $5,404-86.3% |