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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 | $22,723 | $72,404-68.6% | $110,243-79.4% | $64,173-64.6% |
| Participation rate | 70.8% | 73.3%-2.6pp | 79.8%-9.1pp | 69.6%+1.2pp |
| Annual return | -4.85% | -6.29%+1.4pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,024 | $3,469-12.8% | $4,672-35.3% | $3,470-12.8% |
| Admin fee / account holder | $1,548 | $5,664-72.7% | $8,548-81.9% | $4,887-68.3% |