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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 | $11,410 | $167,353-93.2% | $143,797-92.1% | $134,545-91.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.32% | 0.48%-8.8pp | -0.04%-8.3pp | 418.37%-426.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,015 | $6,447-22.2% | $5,638-11.0% | $6,401-21.6% |
| Admin fee / account holder | $670 | $18,096-96.3% | $14,679-95.4% | $11,431-94.1% |