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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 | $5,570 | $73,848-92.5% | $143,799-96.1% | $68,486-91.9% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -8.76% | 0.91%-9.7pp | -0.04%-8.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $1,019 | $3,184-68.0% | $4,952-79.4% | $2,597-60.8% |
| Participant deferral / active EE | $1,767 | $3,385-47.8% | $5,638-68.7% | $4,028-56.1% |
| Admin fee / account holder | $4,622 | $5,755-19.7% | $14,677-68.5% | $5,404-14.5% |