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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 | $19,829 | $71,873-72.4% | $86,698-77.1% | $68,490-71.0% |
| Participation rate | 88.9% | 72.2%+16.6pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -17.31% | 3.54%-20.8pp | 35.96%-53.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,004 | $2,173-53.8% | $2,837-64.6% | $2,597-61.3% |
| Participant deferral / active EE | $2,772 | $3,779-26.7% | $4,656-40.5% | $4,028-31.2% |
| Admin fee / account holder | $1,490 | $6,110-75.6% | $7,492-80.1% | $5,403-72.4% |