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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 | $5,415 | $91,525-94.1% | $130,026-95.8% | $75,181-92.8% |
| Participation rate | 75.4% | 71.4%+4.0pp | 78.5%-3.1pp | 67.2%+8.2pp |
| Annual return | 21.64% | -631.40%+653.0pp | -137.26%+158.9pp | 160.69%-139.0pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,263 | $4,342-47.9% | $5,821-61.1% | $4,126-45.1% |
| Admin fee / account holder | $601 | $6,778-91.1% | $10,608-94.3% | $5,650-89.4% |