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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 | $5,511 | $76,834-92.8% | $108,359-94.9% | $87,485-93.7% |
| Participation rate | 90.5% | 61.7%+28.8pp | 70.1%+20.4pp | 68.9%+21.6pp |
| Annual return | 7.72% | 19.09%-11.4pp | 36.89%-29.2pp | 26.06%-18.3pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,388 | $3,100-55.2% | $4,137-66.4% | $4,274-67.5% |
| Admin fee / account holder | $575 | $6,537-91.2% | $9,741-94.1% | $7,775-92.6% |