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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 | $16,394 | $82,674-80.2% | $125,381-86.9% | $68,486-76.1% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -11.61% | -5.97%-5.6pp | 572.31%-583.9pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,138 | $6,111+98.6% | $7,448+63.0% | $4,028+201.4% |
| Admin fee / account holder | $659 | $6,277-89.5% | $10,007-93.4% | $5,404-87.8% |