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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 | $11,729 | $64,729-81.9% | $112,263-89.6% | $68,490-82.9% |
| Participation rate | 84.2% | 67.2%+17.1pp | 75.1%+9.1pp | 67.9%+16.3pp |
| Annual return | -17.95% | -11.40%-6.6pp | 27.49%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,064 | $2,746-24.8% | $3,636-43.2% | $2,597-20.5% |
| Participant deferral / active EE | $5,740 | $3,566+61.0% | $4,729+21.4% | $4,028+42.5% |
| Admin fee / account holder | $1,333 | $5,222-74.5% | $6,410-79.2% | $5,403-75.3% |