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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 | $19,003 | $60,349-68.5% | $74,184-74.4% | $62,881-69.8% |
| Participation rate | 93.9% | 72.7%+21.2pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 6.62% | 21.38%-14.8pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $455 | $1,680-72.9% | $2,370-80.8% | $2,281-80.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,268 | $4,261-70.2% | $5,586-77.3% | $4,296-70.5% |