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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 | $6,272 | $53,806-88.3% | $61,491-89.8% | $68,490-90.8% |
| Participation rate | 81.3% | 72.5%+8.9pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -1.41% | -15.68%+14.3pp | -12.98%+11.6pp | -7.85%+6.4pp |
| Employer contribution / active EE | $1,739 | $3,218-45.9% | $4,246-59.0% | $2,597-33.0% |
| Participant deferral / active EE | $3,214 | $3,678-12.6% | $5,188-38.1% | $4,028-20.2% |
| Admin fee / account holder | $417 | $5,999-93.0% | $4,312-90.3% | $5,403-92.3% |