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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 | $5,883 | $46,697-87.4% | $117,533-95.0% | $68,486-91.4% |
| Participation rate | 79.3% | 56.8%+22.5pp | 70.6%+8.7pp | 67.9%+11.4pp |
| Annual return | -10.36% | -14.52%+4.2pp | 29.77%-40.1pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,559 | $1,506+3.6% | $4,179-62.7% | $2,597-39.9% |
| Participant deferral / active EE | $2,967 | $2,637+12.5% | $4,072-27.1% | $4,028-26.3% |
| Admin fee / account holder | $771 | $4,023-80.8% | $5,647-86.3% | $5,404-85.7% |