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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 | $7,103 | $71,873-90.1% | $86,698-91.8% | $68,490-89.6% |
| Participation rate | 95.6% | 72.2%+23.3pp | 76.6%+19.0pp | 67.9%+27.7pp |
| Annual return | -18.38% | 3.54%-21.9pp | 35.96%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $1,859 | $2,173-14.5% | $2,837-34.5% | $2,597-28.4% |
| Participant deferral / active EE | $3,041 | $3,779-19.5% | $4,656-34.7% | $4,028-24.5% |
| Admin fee / account holder | $743 | $6,110-87.8% | $7,492-90.1% | $5,403-86.2% |