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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 | $5,289 | $82,314-93.6% | $68,808-92.3% | $134,532-96.1% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.0%+17.6pp | 81.2%+5.4pp |
| Annual return | -20.12% | -2.18%-17.9pp | -6.37%-13.7pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,209 | $3,301-63.4% | $2,656-54.5% | $4,741-74.5% |
| Participant deferral / active EE | $2,037 | $4,740-57.0% | $3,942-48.3% | $6,401-68.2% |
| Admin fee / account holder | $745 | $6,484-88.5% | $4,936-84.9% | $11,429-93.5% |