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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 | $13,757 | $86,701-84.1% | $73,309-81.2% | $125,389-89.0% |
| Participation rate | 77.3% | 78.6%-1.3pp | 74.9%+2.4pp | 83.2%-5.9pp |
| Annual return | -1.74% | 2.78%-4.5pp | 5.67%-7.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $597 | $4,152-85.6% | $3,237-81.5% | $4,866-87.7% |
| Participant deferral / active EE | $2,573 | $5,549-53.6% | $4,991-48.5% | $5,352-51.9% |
| Admin fee / account holder | $1,014 | $7,768-86.9% | $5,635-82.0% | $9,541-89.4% |