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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 | $16,019 | $65,027-75.4% | $90,970-82.4% | $79,852-79.9% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.0%+25.4pp | 69.6%+24.8pp |
| Annual return | 2.84% | 30.45%-27.6pp | 134.58%-131.7pp | 31.72%-28.9pp |
| Employer contribution / active EE | $2,130 | $1,247+70.7% | $2,122+0.3% | $2,471-13.8% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $462 | $4,535-89.8% | $5,960-92.2% | $5,306-91.3% |