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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 | $3,693 | $39,132-90.6% | $57,196-93.5% | $62,881-94.1% |
| Participation rate | 85.5% | 70.5%+15.0pp | 75.3%+10.2pp | 69.3%+16.2pp |
| Annual return | -0.29% | 9.24%-9.5pp | 14.59%-14.9pp | 20.14%-20.4pp |
| Employer contribution / active EE | $830 | $1,874-55.7% | $2,683-69.1% | $2,281-63.6% |
| Participant deferral / active EE | $1,465 | $2,374-38.3% | $3,096-52.7% | $3,203-54.3% |
| Admin fee / account holder | $369 | $2,594-85.8% | $3,141-88.3% | $4,296-91.4% |