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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 | $11,569 | $50,199-77.0% | $69,884-83.4% | $66,938-82.7% |
| Participation rate | 96.1% | 66.3%+29.8pp | 70.5%+25.6pp | 69.8%+26.3pp |
| Annual return | -7.20% | -13.85%+6.6pp | 190.81%-198.0pp | 1.58%-8.8pp |
| Employer contribution / active EE | $971 | $1,864-47.9% | $2,560-62.1% | $2,545-61.9% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,238-100.0% |
| Admin fee / account holder | $809 | $600+34.9% | $6,266-87.1% | $594+36.3% |