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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 | $78,690-92.2% | $161,489-96.2% | $87,485-93.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 9.48% | 32.74%-23.3pp | 89.72%-80.2pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,378 | $2,588-46.8% | $4,268-67.7% | $2,596-46.9% |
| Participant deferral / active EE | $1,215 | $3,311-63.3% | $5,630-78.4% | $4,274-71.6% |
| Admin fee / account holder | $554 | $6,724-91.8% | $16,006-96.5% | $7,775-92.9% |