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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 | $14,497 | $81,258-82.2% | $105,218-86.2% | $59,633-75.7% |
| Participation rate | 84.2% | 75.4%+8.8pp | 77.2%+7.0pp | 68.7%+15.5pp |
| Annual return | -0.34% | 1.96%-2.3pp | 5.33%-5.7pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $2,633 | $2,562+2.8% | $3,255-19.1% | $2,203+19.5% |
| Participant deferral / active EE | $2,359 | $3,881-39.2% | $4,867-51.5% | $3,192-26.1% |
| Admin fee / account holder | $446 | $5,841-92.4% | $6,992-93.6% | $4,297-89.6% |