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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 | $17,447 | $62,589-72.1% | $76,768-77.3% | $64,173-72.8% |
| Participation rate | 75.3% | 72.8%+2.5pp | 77.0%-1.7pp | 69.6%+5.7pp |
| Annual return | -3.77% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $518 | $1,832-71.7% | $2,485-79.1% | $2,381-78.2% |
| Participant deferral / active EE | $2,978 | $3,145-5.3% | $3,852-22.7% | $3,470-14.2% |
| Admin fee / account holder | $802 | $4,667-82.8% | $6,675-88.0% | $4,887-83.6% |