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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 | $6,878 | $57,140-88.0% | $85,240-91.9% | $80,959-91.5% |
| Participation rate | 92.3% | 56.4%+35.9pp | 67.5%+24.8pp | 67.7%+24.6pp |
| Annual return | 4.07% | 21.71%-17.6pp | 66.75%-62.7pp | 35.67%-31.6pp |
| Employer contribution / active EE | $1,051 | $1,802-41.7% | $2,735-61.6% | $2,757-61.9% |
| Participant deferral / active EE | $1,997 | $3,115-35.9% | $4,527-55.9% | $4,300-53.6% |
| Admin fee / account holder | $860 | $4,992-82.8% | $6,165-86.0% | $6,925-87.6% |