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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 | $14,847 | $64,729-77.1% | $112,263-86.8% | $68,490-78.3% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -18.65% | -11.40%-7.3pp | 27.49%-46.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,751 | $2,746+0.2% | $3,636-24.3% | $2,597+5.9% |
| Participant deferral / active EE | $3,487 | $3,566-2.2% | $4,729-26.3% | $4,028-13.4% |
| Admin fee / account holder | $812 | $5,222-84.4% | $6,410-87.3% | $5,403-85.0% |