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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 | $6,160 | $75,541-91.8% | $152,093-96.0% | $82,637-92.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.48% | 32.56%-23.1pp | 66.36%-56.9pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,378 | $2,622-47.4% | $4,175-67.0% | $2,552-46.0% |
| Participant deferral / active EE | $1,215 | $3,206-62.1% | $5,451-77.7% | $4,126-70.6% |
| Admin fee / account holder | $554 | $6,405-91.4% | $14,497-96.2% | $7,339-92.5% |