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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 | $19,646 | $71,878-72.7% | $86,698-77.3% | $68,486-71.3% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -17.77% | 3.53%-21.3pp | 35.95%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,349 | $2,173-37.9% | $2,837-52.4% | $2,597-48.1% |
| Participant deferral / active EE | $3,507 | $3,779-7.2% | $4,656-24.7% | $4,028-12.9% |
| Admin fee / account holder | $1,656 | $6,113-72.9% | $7,493-77.9% | $5,404-69.3% |