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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 | $5,409 | $101,798-94.7% | $165,071-96.7% | $80,935-93.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 2.87% | 16.73%-13.9pp | 70.17%-67.3pp | 35.66%-32.8pp |
| Employer contribution / active EE | $1,238 | $2,954-58.1% | $4,347-71.5% | $2,757-55.1% |
| Participant deferral / active EE | $4,013 | $4,476-10.3% | $6,035-33.5% | $4,299-6.7% |
| Admin fee / account holder | $1,642 | $8,221-80.0% | $12,695-87.1% | $6,924-76.3% |