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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 | $140,070 | $218,893-36.0% | $436,953-67.9% | $233,076-39.9% |
| Participation rate | 100.0% | 49.9%+50.1pp | 44.2%+55.8pp | 46.4%+53.6pp |
| Annual return | -7.11% | -114.99%+107.9pp | -102.04%+94.9pp | -82.67%+75.6pp |
| Employer contribution / active EE | $25,313 | $39,361-35.7% | $36,232-30.1% | $43,771-42.2% |
| Participant deferral / active EE | $0 | $44-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $988 | $11,759-91.6% | $12,721-92.2% | $11,204-91.2% |