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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 | $6,287 | $73,863-91.5% | $143,797-95.6% | $68,490-90.8% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -15.37% | 0.91%-16.3pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,231 | $3,385-4.5% | $5,638-42.7% | $4,028-19.8% |
| Admin fee / account holder | $480 | $5,756-91.7% | $14,679-96.7% | $5,403-91.1% |