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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 | $7,006 | $48,300-85.5% | $40,145,923-100.0% | $62,881-88.9% |
| Participation rate | 78.6% | 62.0%+16.5pp | 68.4%+10.2pp | 69.3%+9.3pp |
| Annual return | 6.31% | 6.95%-0.6pp | 5.24%+1.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,436 | $2,388+43.9% | $2,591+32.6% | $3,203+7.3% |
| Admin fee / account holder | $1,316 | $2,919-54.9% | $2,903-54.7% | $4,296-69.4% |