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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 | $25,719 | $72,404-64.5% | $110,243-76.7% | $64,173-59.9% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.1pp |
| Annual return | -7.30% | -6.29%-1.0pp | 314.76%-322.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,778 | $2,282-22.1% | $3,827-53.5% | $2,381-25.3% |
| Participant deferral / active EE | $3,187 | $3,469-8.1% | $4,672-31.8% | $3,470-8.2% |
| Admin fee / account holder | $3,091 | $5,664-45.4% | $8,548-63.8% | $4,887-36.8% |