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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 | $8,731 | $47,944-81.8% | $67,834-87.1% | $62,891-86.1% |
| Participation rate | 77.4% | 61.1%+16.4pp | 68.8%+8.6pp | 69.3%+8.1pp |
| Annual return | 3.80% | 11.77%-8.0pp | 138.47%-134.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $333 | $1,562-78.7% | $2,403-86.1% | $2,281-85.4% |
| Participant deferral / active EE | $2,603 | $2,247+15.9% | $3,160-17.6% | $3,203-18.7% |
| Admin fee / account holder | $2,110 | $3,712-43.2% | $4,622-54.4% | $4,296-50.9% |