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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 | $9,570 | $56,110-82.9% | $94,993-89.9% | $70,126-86.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 10.02% | 51.02%-41.0pp | 27.14%-17.1pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,071 | $1,442-25.7% | $2,603-58.8% | $2,343-54.3% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,063 | $3,456-69.2% | $4,960-78.6% | $4,645-77.1% |