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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 | $7,349 | $53,837-86.3% | $75,717-90.3% | $85,856-91.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 0.03% | 24.54%-24.5pp | 104.58%-104.5pp | 318.58%-318.6pp |
| Employer contribution / active EE | $903 | $2,017-55.2% | $2,743-67.1% | $2,565-64.8% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,770 | $3,341-47.0% | $3,619-51.1% | $6,261-71.7% |