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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 | $84,953-92.3% | $163,379-96.0% | $82,637-92.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 12.93% | 23.07%-10.1pp | 63.41%-50.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $1,487 | $2,183-31.9% | $3,752-60.4% | $2,552-41.7% |
| Participant deferral / active EE | $2,529 | $4,326-41.6% | $6,282-59.7% | $4,126-38.7% |
| Admin fee / account holder | $1,962 | $7,921-75.2% | $9,818-80.0% | $7,339-73.3% |