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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 | $6,596 | $71,057-90.7% | $93,654-93.0% | $80,874-91.8% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 6.60% | 11.26%-4.7pp | 133.34%-126.7pp | 35.62%-29.0pp |
| Employer contribution / active EE | $987 | $1,564-36.9% | $2,421-59.2% | $2,756-64.2% |
| Participant deferral / active EE | $1,779 | $4,034-55.9% | $4,413-59.7% | $4,297-58.6% |
| Admin fee / account holder | $906 | $6,944-86.9% | $8,282-89.1% | $6,935-86.9% |