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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 | $5,502 | $39,798-86.2% | $67,704-91.9% | $59,633-90.8% |
| Participation rate | 91.8% | 57.4%+34.4pp | 67.5%+24.3pp | 68.7%+23.1pp |
| Annual return | -1.16% | 89.94%-91.1pp | 25.41%-26.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,803 | $2,335+20.0% | $3,585-21.8% | $3,192-12.2% |
| Admin fee / account holder | $933 | $3,212-70.9% | $4,255-78.1% | $4,297-78.3% |