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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 | $9,937 | $56,197-82.3% | $67,652-85.3% | $59,633-83.3% |
| Participation rate | 96.1% | 71.5%+24.6pp | 75.7%+20.4pp | 68.7%+27.4pp |
| Annual return | -0.84% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $658 | $1,615-59.3% | $2,266-71.0% | $2,203-70.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $768 | $3,958-80.6% | $4,821-84.1% | $4,297-82.1% |