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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 | $16,616 | $64,176-74.1% | $112,263-85.2% | $66,949-75.2% |
| Participation rate | 77.2% | 68.4%+8.8pp | 75.1%+2.2pp | 69.8%+7.4pp |
| Annual return | -16.50% | -13.80%-2.7pp | 27.49%-44.0pp | 1.57%-18.1pp |
| Employer contribution / active EE | $2,830 | $3,007-5.9% | $3,636-22.2% | $2,545+11.2% |
| Participant deferral / active EE | $2,231 | $3,694-39.6% | $4,729-52.8% | $4,239-47.4% |
| Admin fee / account holder | $452 | $626-27.8% | $6,410-92.9% | $594-23.8% |