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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 | $6,556 | $90,400-92.7% | $186,193-96.5% | $87,485-92.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 12.93% | 22.15%-9.2pp | 78.03%-65.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,487 | $2,170-31.5% | $3,918-62.1% | $2,596-42.7% |
| Participant deferral / active EE | $2,529 | $4,330-41.6% | $6,513-61.2% | $4,274-40.8% |
| Admin fee / account holder | $1,962 | $8,673-77.4% | $11,058-82.3% | $7,775-74.8% |