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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 | $5,874 | $45,079-87.0% | $69,461-91.5% | $72,983-92.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 1.32% | 22.65%-21.3pp | 28.97%-27.7pp | 81.01%-79.7pp |
| Employer contribution / active EE | $1,477 | $2,055-28.1% | $2,779-46.9% | $2,440-39.5% |
| Participant deferral / active EE | $2,034 | $2,603-21.9% | $3,536-42.5% | $3,608-43.6% |
| Admin fee / account holder | $397 | $3,056-87.0% | $3,840-89.7% | $5,124-92.3% |