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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 | $11,413 | $87,016-86.9% | $63,244-82.0% | $125,389-90.9% |
| Participation rate | 93.3% | 77.1%+16.3pp | 71.0%+22.3pp | 83.2%+10.1pp |
| Annual return | -2.36% | 21.71%-24.1pp | -70.31%+67.9pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,581 | $3,939-59.9% | $2,953-46.5% | $5,352-70.5% |
| Admin fee / account holder | $597 | $11,954-95.0% | $5,893-89.9% | $9,541-93.7% |