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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 | $6,474 | $48,235-86.6% | $68,803-90.6% | $68,490-90.5% |
| Participation rate | 93.5% | 60.7%+32.9pp | 69.0%+24.5pp | 67.9%+25.7pp |
| Annual return | -19.31% | -12.70%-6.6pp | -6.37%-12.9pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,277 | $1,829+24.5% | $2,656-14.3% | $2,597-12.3% |
| Participant deferral / active EE | $3,389 | $2,867+18.2% | $3,942-14.0% | $4,028-15.9% |
| Admin fee / account holder | $1,175 | $4,361-73.1% | $4,936-76.2% | $5,403-78.3% |