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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 | $7,994 | $48,274-83.4% | $63,517-87.4% | $59,632-86.6% |
| Participation rate | 81.8% | 66.3%+15.5pp | 71.0%+10.8pp | 68.7%+13.1pp |
| Annual return | 0.09% | -240.79%+240.9pp | -70.30%+70.4pp | 2041.32%-2041.2pp |
| Employer contribution / active EE | $692 | $1,586-56.4% | $2,322-70.2% | $2,203-68.6% |
| Participant deferral / active EE | $1,108 | $2,343-52.7% | $2,953-62.5% | $3,192-65.3% |
| Admin fee / account holder | $452 | $3,600-87.4% | $5,892-92.3% | $4,297-89.5% |