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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 | $9,972 | $75,832-86.8% | $147,617-93.2% | $59,633-83.3% |
| Participation rate | 84.6% | 71.6%+13.1pp | 84.6%0pp | 68.7%+15.9pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,059 | $3,131-34.2% | $4,895-57.9% | $3,192-35.5% |
| Admin fee / account holder | $461 | $5,986-92.3% | $11,612-96.0% | $4,297-89.3% |