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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 | $7,609 | $73,848-89.7% | $143,799-94.7% | $68,486-88.9% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.5pp | 67.9%+19.9pp |
| Annual return | -17.29% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,353 | $3,184-57.5% | $4,952-72.7% | $2,597-47.9% |
| Participant deferral / active EE | $3,076 | $3,385-9.1% | $5,638-45.4% | $4,028-23.6% |
| Admin fee / account holder | $611 | $5,755-89.4% | $14,677-95.8% | $5,404-88.7% |