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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 | $8,516 | $82,674-89.7% | $125,381-93.2% | $68,486-87.6% |
| Participation rate | 89.1% | 75.1%+14.1pp | 82.4%+6.8pp | 67.9%+21.2pp |
| Annual return | -15.64% | -5.97%-9.7pp | 572.31%-587.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,421 | $6,111+5.1% | $7,448-13.8% | $4,028+59.4% |
| Admin fee / account holder | $2,564 | $6,277-59.2% | $10,007-74.4% | $5,404-52.6% |