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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 | $13,461 | $140,578-90.4% | $100,671-86.6% | $125,388-89.3% |
| Participation rate | 86.7% | 80.4%+6.3pp | 70.7%+16.0pp | 83.2%+3.5pp |
| Annual return | -3.52% | 24.67%-28.2pp | 20.43%-24.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,204 | $5,965-79.8% | $4,012-70.0% | $4,866-75.3% |
| Participant deferral / active EE | $1,763 | $3,981-55.7% | $3,144-43.9% | $5,352-67.0% |
| Admin fee / account holder | $417 | $6,716-93.8% | $4,850-91.4% | $9,541-95.6% |