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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 | $14,933 | $82,678-81.9% | $125,391-88.1% | $68,490-78.2% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.4%-0.3pp | 67.9%+14.2pp |
| Annual return | -14.73% | -5.97%-8.8pp | 572.41%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,492 | $6,111-26.5% | $7,448-39.7% | $4,028+11.5% |
| Admin fee / account holder | $572 | $6,277-90.9% | $10,009-94.3% | $5,403-89.4% |