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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 | $6,255 | $57,119-89.0% | $85,187-92.7% | $80,935-92.3% |
| Participation rate | 90.0% | 56.4%+33.6pp | 67.5%+22.5pp | 67.7%+22.3pp |
| Annual return | 5.73% | 21.70%-16.0pp | 66.67%-60.9pp | 35.66%-29.9pp |
| Employer contribution / active EE | $973 | $1,802-46.0% | $2,732-64.4% | $2,757-64.7% |
| Participant deferral / active EE | $1,864 | $3,115-40.2% | $4,525-58.8% | $4,299-56.7% |
| Admin fee / account holder | $1,224 | $4,990-75.5% | $6,162-80.1% | $6,924-82.3% |