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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 | $9,283 | $75,962-87.8% | $154,108-94.0% | $64,173-85.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.48% | 30.32%-31.8pp | 735.21%-736.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,356 | $3,175+5.7% | $5,081-34.0% | $3,470-3.3% |
| Admin fee / account holder | $2,591 | $5,589-53.6% | $13,411-80.7% | $4,887-47.0% |