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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 | $10,273 | $59,813-82.8% | $79,580-87.1% | $68,486-85.0% |
| Participation rate | 93.3% | 61.1%+32.3pp | 69.5%+23.8pp | 67.9%+25.4pp |
| Annual return | 10.87% | -12.30%+23.2pp | 0.15%+10.7pp | -7.85%+18.7pp |
| Employer contribution / active EE | $1,391 | $1,505-7.6% | $2,413-42.4% | $2,597-46.4% |
| Participant deferral / active EE | $3,933 | $3,024+30.0% | $3,985-1.3% | $4,028-2.3% |
| Admin fee / account holder | $558 | $4,835-88.5% | $6,835-91.8% | $5,404-89.7% |