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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 | $24,152 | $65,703-63.2% | $94,224-74.4% | $59,632-59.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.36% | 5.22%-8.6pp | 10.68%-14.0pp | 2041.32%-2044.7pp |
| Employer contribution / active EE | $2,041 | $2,021+1.0% | $3,587-43.1% | $2,203-7.3% |
| Participant deferral / active EE | $1,713 | $3,143-45.5% | $4,320-60.3% | $3,192-46.3% |
| Admin fee / account holder | $449 | $4,264-89.5% | $6,269-92.8% | $4,297-89.6% |