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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 | $15,006 | $77,816-80.7% | $123,549-87.9% | $64,181-76.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -6.72% | 12.49%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,946 | $3,014-35.4% | $4,628-58.0% | $2,381-18.3% |
| Participant deferral / active EE | $3,172 | $5,240-39.5% | $6,426-50.6% | $3,470-8.6% |
| Admin fee / account holder | $3,460 | $5,519-37.3% | $9,284-62.7% | $4,887-29.2% |