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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 | $12,459 | $64,719-80.7% | $112,249-88.9% | $68,486-81.8% |
| Participation rate | 87.8% | 67.2%+20.7pp | 75.1%+12.7pp | 67.9%+19.9pp |
| Annual return | -18.56% | -11.40%-7.2pp | 27.48%-46.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,902 | $2,747-30.8% | $3,636-47.7% | $2,597-26.8% |
| Participant deferral / active EE | $3,682 | $3,565+3.3% | $4,729-22.1% | $4,028-8.6% |
| Admin fee / account holder | $1,346 | $5,232-74.3% | $6,412-79.0% | $5,404-75.1% |