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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 | $16,605 | $100,805-83.5% | $86,698-80.8% | $134,532-87.7% |
| Participation rate | 90.5% | 79.0%+11.5pp | 76.6%+13.9pp | 81.2%+9.2pp |
| Annual return | -11.41% | 29.09%-40.5pp | 35.95%-47.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,035 | $5,339-61.9% | $4,656-56.3% | $6,401-68.2% |
| Admin fee / account holder | $314 | $10,925-97.1% | $7,493-95.8% | $11,429-97.3% |