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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 | $14,611 | $81,948-82.2% | $90,760-83.9% | $64,819-77.5% |
| Participation rate | 92.7% | 80.5%+12.2pp | 75.7%+17.0pp | 71.5%+21.2pp |
| Annual return | -12.65% | -12.53%-0.1pp | -12.16%-0.5pp | 32.84%-45.5pp |
| Employer contribution / active EE | $3,829 | $3,067+24.8% | $2,922+31.0% | $2,507+52.7% |
| Participant deferral / active EE | $6,136 | $4,844+26.7% | $4,565+34.4% | $4,311+42.3% |
| Admin fee / account holder | $664 | $157+322.9% | $8,444-92.1% | $188+253.7% |