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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 | $11,318 | $59,813-81.1% | $79,580-85.8% | $68,486-83.5% |
| Participation rate | 84.3% | 61.1%+23.2pp | 69.5%+14.8pp | 67.9%+16.4pp |
| Annual return | -16.25% | -12.30%-4.0pp | 0.15%-16.4pp | -7.85%-8.4pp |
| Employer contribution / active EE | $1,210 | $1,505-19.6% | $2,413-49.9% | $2,597-53.4% |
| Participant deferral / active EE | $2,219 | $3,024-26.6% | $3,985-44.3% | $4,028-44.9% |
| Admin fee / account holder | $2,112 | $4,835-56.3% | $6,835-69.1% | $5,404-60.9% |