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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 | $4,686 | $64,716-92.8% | $112,258-95.8% | $68,495-93.2% |
| Participation rate | 85.2% | 67.2%+18.0pp | 75.1%+10.1pp | 67.9%+17.3pp |
| Annual return | -6.54% | -11.40%+4.9pp | 27.47%-34.0pp | -7.84%+1.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,892 | $3,565+9.2% | $4,728-17.7% | $4,028-3.4% |
| Admin fee / account holder | $448 | $5,232-91.4% | $6,411-93.0% | $5,403-91.7% |