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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 | $9,530 | $73,102-87.0% | $123,549-92.3% | $56,287-83.1% |
| Participation rate | 85.1% | 74.3%+10.8pp | 82.3%+2.8pp | 69.9%+15.2pp |
| Annual return | -5.70% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,818 | $5,423-48.0% | $6,426-56.1% | $3,350-15.9% |
| Admin fee / account holder | $1,500 | $554+170.8% | $9,284-83.8% | $521+187.9% |