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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 | $10,656 | $62,589-83.0% | $76,768-86.1% | $64,173-83.4% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -6.70% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,200 | $1,832-34.5% | $2,485-51.7% | $2,381-49.6% |
| Participant deferral / active EE | $2,403 | $3,145-23.6% | $3,852-37.6% | $3,470-30.8% |
| Admin fee / account holder | $1,385 | $4,667-70.3% | $6,675-79.3% | $4,887-71.7% |