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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 | $12,898 | $107,809-88.0% | $90,657-85.8% | $135,379-90.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.63% | -0.90%-8.7pp | 1.89%-11.5pp | 519.79%-529.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,760 | $3,872-28.7% | $3,424-19.4% | $5,609-50.8% |
| Admin fee / account holder | $639 | $5,931-89.2% | $4,994-87.2% | $10,828-94.1% |