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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $4,081 | $91,179-95.5% | $178,499-97.7% | $79,852-94.9% |
| Participation rate | 82.8% | 69.2%+13.6pp | 81.9%+0.8pp | 69.6%+13.1pp |
| Annual return | 5.10% | 24.19%-19.1pp | 151.10%-146.0pp | 31.72%-26.6pp |
| Employer contribution / active EE | $489 | $3,256-85.0% | $5,011-90.2% | $2,471-80.2% |
| Participant deferral / active EE | $1,225 | $3,236-62.2% | $5,202-76.5% | $3,740-67.3% |
| Admin fee / account holder | $428 | $6,749-93.7% | $13,986-96.9% | $5,306-91.9% |