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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 | $14,889 | $64,716-77.0% | $112,258-86.7% | $68,495-78.3% |
| Participation rate | 91.1% | 67.2%+23.9pp | 75.1%+16.0pp | 67.9%+23.2pp |
| Annual return | -5.51% | -11.40%+5.9pp | 27.47%-33.0pp | -7.84%+2.3pp |
| Employer contribution / active EE | $2,820 | $2,746+2.7% | $3,636-22.4% | $2,596+8.6% |
| Participant deferral / active EE | $5,742 | $3,565+61.1% | $4,728+21.4% | $4,028+42.6% |
| Admin fee / account holder | $1,541 | $5,232-70.5% | $6,411-76.0% | $5,403-71.5% |