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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 | $19,680 | $91,525-78.5% | $130,026-84.9% | $75,181-73.8% |
| Participation rate | 86.7% | 71.4%+15.2pp | 78.5%+8.2pp | 67.2%+19.5pp |
| Annual return | 20.41% | -631.40%+651.8pp | -137.26%+157.7pp | 160.69%-140.3pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,543 | $4,342+119.8% | $5,821+64.0% | $4,126+131.3% |
| Admin fee / account holder | $6,307 | $6,778-7.0% | $10,608-40.5% | $5,650+11.6% |