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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 | $12,842 | $48,300-73.4% | $40,145,923-100.0% | $62,881-79.6% |
| Participation rate | 96.4% | 62.0%+34.4pp | 68.4%+28.0pp | 69.3%+27.1pp |
| Annual return | 7.47% | 6.95%+0.5pp | 5.24%+2.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,670 | $1,333+25.3% | $1,844-9.4% | $2,281-26.8% |
| Participant deferral / active EE | $2,022 | $2,388-15.3% | $2,591-21.9% | $3,203-36.9% |
| Admin fee / account holder | $439 | $2,919-85.0% | $2,903-84.9% | $4,296-89.8% |