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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 | $6,452 | $48,078-86.6% | $78,676-91.8% | $62,881-89.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.19% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $396 | $2,015-80.4% | $2,850-86.1% | $2,281-82.6% |
| Participant deferral / active EE | $804 | $2,587-68.9% | $3,517-77.1% | $3,203-74.9% |
| Admin fee / account holder | $1,313 | $3,206-59.0% | $4,510-70.9% | $4,296-69.4% |