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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 | $7,241 | $43,338-83.3% | $59,887-87.9% | $64,173-88.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -9.53% | -1.55%-8.0pp | 3.46%-13.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $496 | $2,030-75.5% | $2,722-81.8% | $2,381-79.2% |
| Participant deferral / active EE | $1,414 | $2,547-44.5% | $3,402-58.4% | $3,470-59.2% |
| Admin fee / account holder | $615 | $3,007-79.6% | $3,591-82.9% | $4,887-87.4% |