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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 | $8,158 | $64,719-87.4% | $112,249-92.7% | $68,486-88.1% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,600 | $2,747-41.8% | $3,636-56.0% | $2,597-38.4% |
| Participant deferral / active EE | $2,752 | $3,565-22.8% | $4,729-41.8% | $4,028-31.7% |
| Admin fee / account holder | $867 | $5,232-83.4% | $6,412-86.5% | $5,404-84.0% |