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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 | $4,560 | $101,752-95.5% | $164,928-97.2% | $80,911-94.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 0.71% | 16.73%-16.0pp | 70.08%-69.4pp | 35.63%-34.9pp |
| Employer contribution / active EE | $2,256 | $2,953-23.6% | $4,343-48.1% | $2,756-18.1% |
| Participant deferral / active EE | $1,980 | $4,477-55.8% | $6,034-67.2% | $4,297-53.9% |
| Admin fee / account holder | $433 | $8,218-94.7% | $12,684-96.6% | $6,935-93.8% |