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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 | $7,402 | $48,300-84.7% | $40,145,923-100.0% | $62,881-88.2% |
| Participation rate | 88.9% | 62.0%+26.8pp | 68.4%+20.5pp | 69.3%+19.6pp |
| Annual return | 9.94% | 6.95%+3.0pp | 5.24%+4.7pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,199 | $1,333-10.1% | $1,844-35.0% | $2,281-47.4% |
| Participant deferral / active EE | $1,868 | $2,388-21.8% | $2,591-27.9% | $3,203-41.7% |
| Admin fee / account holder | $574 | $2,919-80.3% | $2,903-80.2% | $4,296-86.6% |