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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 | $16,308 | $72,177-77.4% | $115,037-85.8% | $59,633-72.7% |
| Participation rate | 91.5% | 72.6%+19.0pp | 81.4%+10.2pp | 68.7%+22.9pp |
| Annual return | -0.89% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $1,848 | $2,841-35.0% | $4,608-59.9% | $2,203-16.1% |
| Participant deferral / active EE | $3,739 | $4,783-21.8% | $6,026-38.0% | $3,192+17.1% |
| Admin fee / account holder | $1,226 | $4,927-75.1% | $8,175-85.0% | $4,297-71.5% |