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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 | $7,073 | $54,355-87.0% | $82,744-91.5% | $68,486-89.7% |
| Participation rate | 83.9% | 63.9%+19.9pp | 72.6%+11.3pp | 67.9%+16.0pp |
| Annual return | 11.47% | -13.67%+25.1pp | 702.22%-690.8pp | -7.85%+19.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,364 | $3,246+3.6% | $4,395-23.5% | $4,028-16.5% |
| Admin fee / account holder | $599 | $4,397-86.4% | $5,325-88.8% | $5,404-88.9% |