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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 | $8,280 | $59,834-86.2% | $79,576-89.6% | $68,495-87.9% |
| Participation rate | 88.6% | 61.1%+27.6pp | 69.5%+19.2pp | 67.9%+20.7pp |
| Annual return | -18.80% | -12.30%-6.5pp | 0.15%-18.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,353 | $1,505-10.1% | $2,413-43.9% | $2,596-47.9% |
| Participant deferral / active EE | $3,029 | $3,024+0.2% | $3,985-24.0% | $4,028-24.8% |
| Admin fee / account holder | $548 | $4,835-88.7% | $6,834-92.0% | $5,403-89.9% |