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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 | $18,584 | $69,977-73.4% | $108,582-82.9% | $62,881-70.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.60% | 10.73%-9.1pp | -51.70%+53.3pp | 20.14%-18.5pp |
| Employer contribution / active EE | $828 | $2,135-61.2% | $3,758-78.0% | $2,281-63.7% |
| Participant deferral / active EE | $2,984 | $3,165-5.7% | $4,311-30.8% | $3,203-6.8% |
| Admin fee / account holder | $3,789 | $5,076-25.4% | $7,645-50.4% | $4,296-11.8% |