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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 | $71,197-90.9% | $93,669-93.1% | $80,925-92.0% |
| Participation rate | 73.1% | 60.4%+12.7pp | 68.7%+4.4pp | 67.7%+5.4pp |
| Annual return | 6.53% | 11.27%-4.7pp | 133.59%-127.1pp | 35.65%-29.1pp |
| Employer contribution / active EE | $575 | $1,565-63.2% | $2,424-76.3% | $2,756-79.1% |
| Participant deferral / active EE | $1,637 | $4,036-59.4% | $4,416-62.9% | $4,299-61.9% |
| Admin fee / account holder | $332 | $6,959-95.2% | $8,291-96.0% | $6,940-95.2% |