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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 | $12,642 | $71,878-82.4% | $86,698-85.4% | $68,486-81.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.38% | 3.53%-21.9pp | 35.95%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,976 | $2,173+36.9% | $2,837+4.9% | $2,597+14.6% |
| Participant deferral / active EE | $2,874 | $3,779-24.0% | $4,656-38.3% | $4,028-28.6% |
| Admin fee / account holder | $671 | $6,113-89.0% | $7,493-91.0% | $5,404-87.6% |