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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 | $7,929 | $54,355-85.4% | $82,744-90.4% | $68,486-88.4% |
| Participation rate | 86.2% | 63.9%+22.2pp | 72.6%+13.6pp | 67.9%+18.3pp |
| Annual return | -0.78% | -13.67%+12.9pp | 702.22%-703.0pp | -7.85%+7.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,152 | $3,246-33.7% | $4,395-51.0% | $4,028-46.6% |
| Admin fee / account holder | $1,606 | $4,397-63.5% | $5,325-69.8% | $5,404-70.3% |