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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 | $8,482 | $46,596-81.8% | $64,099-86.8% | $75,181-88.7% |
| Participation rate | 92.3% | 65.9%+26.4pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 1.08% | 26.04%-25.0pp | 33.70%-32.6pp | 160.69%-159.6pp |
| Employer contribution / active EE | $1,008 | $1,975-48.9% | $2,748-63.3% | $2,671-62.2% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $437 | $2,954-85.2% | $3,070-85.8% | $5,650-92.3% |