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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 | $7,053 | $60,442-88.3% | $96,754-92.7% | $87,485-91.9% |
| Participation rate | 93.8% | 58.7%+35.0pp | 70.3%+23.5pp | 68.9%+24.8pp |
| Annual return | 8.30% | 21.97%-13.7pp | 82.04%-73.7pp | 26.06%-17.8pp |
| Employer contribution / active EE | $419 | $1,691-75.2% | $2,679-84.4% | $2,596-83.9% |
| Participant deferral / active EE | $1,706 | $3,280-48.0% | $4,758-64.1% | $4,274-60.1% |
| Admin fee / account holder | $1,270 | $5,069-74.9% | $8,905-85.7% | $7,775-83.7% |