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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 | $14,682 | $45,438-67.7% | $80,004-81.6% | $59,632-75.4% |
| Participation rate | 94.3% | 63.7%+30.6pp | 73.0%+21.3pp | 68.7%+25.6pp |
| Annual return | -0.86% | 5.10%-6.0pp | 7.63%-8.5pp | 2041.32%-2042.2pp |
| Employer contribution / active EE | $322 | $1,236-73.9% | $2,473-87.0% | $2,203-85.4% |
| Participant deferral / active EE | $2,289 | $2,231+2.6% | $3,204-28.6% | $3,192-28.3% |
| Admin fee / account holder | $1,012 | $3,464-70.8% | $5,033-79.9% | $4,297-76.4% |