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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 | $6,748 | $78,690-91.4% | $161,489-95.8% | $87,485-92.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.05% | 32.74%-20.7pp | 89.72%-77.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $1,089 | $2,588-57.9% | $4,268-74.5% | $2,596-58.0% |
| Participant deferral / active EE | $1,528 | $3,311-53.8% | $5,630-72.9% | $4,274-64.2% |
| Admin fee / account holder | $1,300 | $6,724-80.7% | $16,006-91.9% | $7,775-83.3% |