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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 | $17,128 | $78,428-78.2% | $95,960-82.2% | $79,852-78.5% |
| Participation rate | 70.3% | 73.5%-3.2pp | 77.1%-6.8pp | 69.6%+0.6pp |
| Annual return | 1.65% | 19.37%-17.7pp | 91.63%-90.0pp | 31.72%-30.1pp |
| Employer contribution / active EE | $940 | $1,945-51.7% | $2,541-63.0% | $2,471-61.9% |
| Participant deferral / active EE | $3,594 | $3,440+4.5% | $4,167-13.7% | $3,740-3.9% |
| Admin fee / account holder | $348 | $5,622-93.8% | $6,797-94.9% | $5,306-93.4% |