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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 | $13,389 | $58,587-77.1% | $83,322-83.9% | $64,173-79.1% |
| Participation rate | 71.4% | 72.0%-0.6pp | 77.8%-6.3pp | 69.6%+1.9pp |
| Annual return | -6.73% | 9.65%-16.4pp | 10.64%-17.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,516 | $4,654+61.5% | $5,565+35.1% | $3,470+116.6% |
| Admin fee / account holder | $4,321 | $9,279-53.4% | $7,540-42.7% | $4,887-11.6% |