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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 | $5,840 | $64,719-91.0% | $112,249-94.8% | $68,486-91.5% |
| Participation rate | 86.5% | 67.2%+19.3pp | 75.1%+11.4pp | 67.9%+18.6pp |
| Annual return | -18.28% | -11.40%-6.9pp | 27.48%-45.8pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,662 | $2,747-39.5% | $3,636-54.3% | $2,597-36.0% |
| Participant deferral / active EE | $2,259 | $3,565-36.6% | $4,729-52.2% | $4,028-43.9% |
| Admin fee / account holder | $1,364 | $5,232-73.9% | $6,412-78.7% | $5,404-74.8% |