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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 | $12,894 | $56,054-77.0% | $171,082-92.5% | $62,881-79.5% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 1.18% | 22.52%-21.3pp | 32.56%-31.4pp | 20.14%-19.0pp |
| Employer contribution / active EE | $465 | $1,731-73.1% | $4,002-88.4% | $2,281-79.6% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $561 | $3,647-84.6% | $8,520-93.4% | $4,296-86.9% |