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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 | $6,769 | $64,920-89.6% | $103,693-93.5% | $86,983-92.2% |
| Participation rate | 88.0% | 63.6%+24.4pp | 72.6%+15.3pp | 69.5%+18.4pp |
| Annual return | 10.56% | 30.29%-19.7pp | 47.61%-37.0pp | 25.83%-15.3pp |
| Employer contribution / active EE | $167 | $2,141-92.2% | $2,920-94.3% | $2,584-93.5% |
| Participant deferral / active EE | $1,397 | $3,241-56.9% | $4,579-69.5% | $4,194-66.7% |
| Admin fee / account holder | $504 | $6,191-91.9% | $7,858-93.6% | $7,856-93.6% |