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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 | $14,712 | $65,367-77.5% | $92,915-84.2% | $72,976-79.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.97% | 42.11%-40.1pp | 109.45%-107.5pp | 81.02%-79.1pp |
| Employer contribution / active EE | $1,929 | $2,594-25.6% | $3,653-47.2% | $2,440-20.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $907 | $4,251-78.7% | $5,796-84.4% | $5,124-82.3% |