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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 | $14,713 | $82,678-82.2% | $125,391-88.3% | $68,490-78.5% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -12.32% | -5.97%-6.4pp | 572.41%-584.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,493 | $6,111+39.0% | $7,448+14.0% | $4,028+110.9% |
| Admin fee / account holder | $1,190 | $6,277-81.1% | $10,009-88.1% | $5,403-78.0% |