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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 | $8,784 | $78,690-88.8% | $161,489-94.6% | $87,485-90.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.30% | 32.74%-20.4pp | 89.72%-77.4pp | 26.06%-13.8pp |
| Employer contribution / active EE | $943 | $2,588-63.6% | $4,268-77.9% | $2,596-63.7% |
| Participant deferral / active EE | $1,431 | $3,311-56.8% | $5,630-74.6% | $4,274-66.5% |
| Admin fee / account holder | $698 | $6,724-89.6% | $16,006-95.6% | $7,775-91.0% |