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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 | $15,934 | $64,729-75.4% | $112,263-85.8% | $68,490-76.7% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | 9.08% | -11.40%+20.5pp | 27.49%-18.4pp | -7.85%+16.9pp |
| Employer contribution / active EE | $2,816 | $2,746+2.5% | $3,636-22.6% | $2,597+8.4% |
| Participant deferral / active EE | $4,547 | $3,566+27.5% | $4,729-3.9% | $4,028+12.9% |
| Admin fee / account holder | $453 | $5,222-91.3% | $6,410-92.9% | $5,403-91.6% |