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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 | $15,191 | $167,352-90.9% | $143,788-89.4% | $134,509-88.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -8.52% | 0.47%-9.0pp | -0.03%-8.5pp | 418.13%-426.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,668 | $6,447+50.0% | $5,638+71.5% | $6,400+51.1% |
| Admin fee / account holder | $640 | $18,091-96.5% | $14,675-95.6% | $11,427-94.4% |