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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 | $12,239 | $73,009-83.2% | $90,760-86.5% | $68,486-82.1% |
| Participation rate | 92.2% | 70.8%+21.4pp | 75.7%+16.5pp | 67.9%+24.3pp |
| Annual return | -4.13% | -13.81%+9.7pp | -12.16%+8.0pp | -7.85%+3.7pp |
| Employer contribution / active EE | $4,249 | $2,193+93.8% | $2,922+45.4% | $2,597+63.6% |
| Participant deferral / active EE | $8,776 | $3,626+142.0% | $4,565+92.2% | $4,028+117.9% |
| Admin fee / account holder | $4,621 | $5,896-21.6% | $8,444-45.3% | $5,404-14.5% |