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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 | $5,749 | $57,061-89.9% | $85,063-93.2% | $80,911-92.9% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.33% | 21.66%-11.3pp | 66.54%-56.2pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,206 | $1,799-32.9% | $2,727-55.8% | $2,756-56.2% |
| Participant deferral / active EE | $2,842 | $3,110-8.6% | $4,523-37.2% | $4,297-33.9% |
| Admin fee / account holder | $456 | $4,986-90.9% | $6,155-92.6% | $6,935-93.4% |