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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 | $6,346 | $42,396-85.0% | $67,313-90.6% | $56,289-88.7% |
| Participation rate | 88.3% | 61.0%+27.4pp | 69.1%+19.3pp | 69.9%+18.5pp |
| Annual return | -4.51% | -36.63%+32.1pp | -4.08%-0.4pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,492 | $2,360-36.8% | $3,568-58.2% | $3,350-55.5% |
| Admin fee / account holder | $345 | $510-32.2% | $4,507-92.3% | $521-33.7% |