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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 | $6,185 | $56,110-89.0% | $94,993-93.5% | $70,126-91.2% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.9%+22.5pp | 69.5%+26.9pp |
| Annual return | 0.00% | 51.02%-51.0pp | 27.14%-27.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,793 | $2,391+184.1% | $3,317+104.8% | $3,332+103.9% |
| Admin fee / account holder | $761 | $3,456-78.0% | $4,960-84.7% | $4,645-83.6% |