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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 | $6,141 | $72,027-91.5% | $185,835-96.7% | $79,852-92.3% |
| Participation rate | 84.8% | 65.8%+19.1pp | 78.0%+6.8pp | 69.6%+15.2pp |
| Annual return | 3.11% | 23.13%-20.0pp | 35.96%-32.8pp | 31.72%-28.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,902 | $3,780-23.2% | $5,633-48.5% | $3,740-22.4% |
| Admin fee / account holder | $906 | $4,513-79.9% | $9,502-90.5% | $5,306-82.9% |