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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 | $126,879 | $192,869-34.2% | $192,869-34.2% | $233,076-45.6% |
| Participation rate | 100.0% | 59.0%+41.0pp | 36.2%+63.8pp | 46.4%+53.6pp |
| Annual return | -3.92% | -0.47%-3.5pp | -0.77%-3.2pp | -82.67%+78.7pp |
| Employer contribution / active EE | $30,942 | $34,803-11.1% | $29,514+4.8% | $43,771-29.3% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $7,543 | $42,257-82.1% | $42,257-82.1% | $11,204-32.7% |