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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 | $10,251 | $71,873-85.7% | $86,698-88.2% | $68,490-85.0% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -17.21% | 3.54%-20.7pp | 35.96%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,144 | $2,173-47.4% | $2,837-59.7% | $2,597-56.0% |
| Participant deferral / active EE | $3,289 | $3,779-13.0% | $4,656-29.4% | $4,028-18.3% |
| Admin fee / account holder | $548 | $6,110-91.0% | $7,492-92.7% | $5,403-89.9% |