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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 | $6,489 | $71,230-90.9% | $93,727-93.1% | $80,959-92.0% |
| Participation rate | 73.1% | 60.4%+12.7pp | 68.7%+4.4pp | 67.7%+5.4pp |
| Annual return | 6.53% | 11.26%-4.7pp | 133.83%-127.3pp | 35.67%-29.1pp |
| Employer contribution / active EE | $575 | $1,565-63.2% | $2,421-76.2% | $2,757-79.1% |
| Participant deferral / active EE | $1,637 | $4,037-59.5% | $4,417-63.0% | $4,300-61.9% |
| Admin fee / account holder | $332 | $6,961-95.2% | $8,292-96.0% | $6,925-95.2% |