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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 | $13,436 | $53,774-75.0% | $134,162-90.0% | $79,856-83.2% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 3.45% | 19.01%-15.6pp | 36.35%-32.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $648 | $1,322-51.0% | $3,705-82.5% | $2,471-73.8% |
| Participant deferral / active EE | $1,075 | $2,420-55.6% | $3,500-69.3% | $3,741-71.3% |
| Admin fee / account holder | $17,172 | $3,985+330.9% | $6,685+156.9% | $5,306+223.6% |