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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 | $23,770 | $67,411-64.7% | $91,004-73.9% | $70,131-66.1% |
| Participation rate | 90.6% | 71.4%+19.3pp | 75.6%+15.0pp | 69.5%+21.1pp |
| Annual return | 13.83% | -40.16%+54.0pp | 4.60%+9.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,684 | $1,786+50.3% | $2,456+9.3% | $2,342+14.6% |
| Participant deferral / active EE | $2,437 | $2,823-13.7% | $3,548-31.3% | $3,332-26.9% |
| Admin fee / account holder | $1,000 | $4,236-76.4% | $5,417-81.5% | $4,645-78.5% |