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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 | $9,608 | $43,344-77.8% | $59,899-84.0% | $64,173-85.0% |
| Participation rate | 83.3% | 69.2%+14.2pp | 74.7%+8.6pp | 69.6%+13.8pp |
| Annual return | 0.67% | -1.55%+2.2pp | 3.46%-2.8pp | 7.63%-7.0pp |
| Employer contribution / active EE | $939 | $2,030-53.7% | $2,723-65.5% | $2,381-60.6% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $560 | $3,008-81.4% | $3,592-84.4% | $4,887-88.5% |