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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 | $13,826 | $211,946-93.5% | $169,452-91.8% | $135,379-89.8% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -4.11% | 3.26%-7.4pp | 1.83%-5.9pp | 519.79%-523.9pp |
| Employer contribution / active EE | $938 | $5,117-81.7% | $4,157-77.4% | $4,779-80.4% |
| Participant deferral / active EE | $2,504 | $6,075-58.8% | $5,277-52.5% | $5,609-55.4% |
| Admin fee / account holder | $445 | $11,472-96.1% | $9,110-95.1% | $10,828-95.9% |