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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 | $12,510 | $50,947-75.4% | $74,549-83.2% | $64,173-80.5% |
| Participation rate | 95.5% | 61.1%+34.4pp | 69.1%+26.4pp | 69.6%+25.9pp |
| Annual return | -5.41% | -1.85%-3.6pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $981 | $1,115-12.1% | $1,961-50.0% | $2,381-58.8% |
| Participant deferral / active EE | $2,773 | $2,302+20.5% | $3,108-10.8% | $3,470-20.1% |
| Admin fee / account holder | $1,420 | $4,221-66.4% | $5,059-71.9% | $4,887-71.0% |