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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 | $12,876 | $91,536-85.9% | $130,062-90.1% | $75,177-82.9% |
| Participation rate | 92.3% | 71.5%+20.8pp | 78.5%+13.8pp | 67.2%+25.1pp |
| Annual return | 13.80% | -631.62%+645.4pp | -137.37%+151.2pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,521 | $4,343+4.1% | $5,821-22.3% | $4,126+9.6% |
| Admin fee / account holder | $774 | $6,780-88.6% | $10,601-92.7% | $5,651-86.3% |