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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 | $7,760 | $48,274-83.9% | $63,244-87.7% | $59,633-87.0% |
| Participation rate | 72.7% | 66.3%+6.4pp | 71.0%+1.7pp | 68.7%+4.1pp |
| Annual return | -2.21% | -240.79%+238.6pp | -70.31%+68.1pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,492 | $2,343-36.3% | $2,953-49.5% | $3,192-53.3% |
| Admin fee / account holder | $674 | $3,600-81.3% | $5,893-88.6% | $4,297-84.3% |