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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 | $14,225 | $82,678-82.8% | $125,391-88.7% | $68,490-79.2% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | 2.07% | -5.97%+8.0pp | 572.41%-570.3pp | -7.85%+9.9pp |
| Employer contribution / active EE | $2,257 | $3,382-33.3% | $4,816-53.1% | $2,597-13.1% |
| Participant deferral / active EE | $3,779 | $6,111-38.2% | $7,448-49.3% | $4,028-6.2% |
| Admin fee / account holder | $335 | $6,277-94.7% | $10,009-96.7% | $5,403-93.8% |