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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 | $9,533 | $45,152-78.9% | $73,835-87.1% | $59,633-84.0% |
| Participation rate | 82.0% | 64.0%+17.9pp | 73.4%+8.5pp | 68.7%+13.3pp |
| Annual return | -0.82% | 27.40%-28.2pp | 2268.13%-2268.9pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $1,640 | $1,901-13.7% | $2,788-41.2% | $2,203-25.5% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $740 | $3,515-78.9% | $4,880-84.8% | $4,297-82.8% |