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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 | $19,747 | $77,816-74.6% | $123,552-84.0% | $64,173-69.2% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.3%+16.3pp | 69.6%+29.0pp |
| Annual return | -5.01% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,462 | $3,014-51.5% | $4,628-68.4% | $2,381-38.6% |
| Participant deferral / active EE | $2,452 | $5,240-53.2% | $6,426-61.8% | $3,470-29.3% |
| Admin fee / account holder | $3,319 | $5,519-39.9% | $9,285-64.2% | $4,887-32.1% |