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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 | $10,232 | $62,672-83.7% | $185,117-94.5% | $70,126-85.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 2.42% | 40.79%-38.4pp | 40.50%-38.1pp | 73.15%-70.7pp |
| Employer contribution / active EE | $800 | $1,753-54.4% | $4,182-80.9% | $2,343-65.8% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,924 | $3,932-51.1% | $8,159-76.4% | $4,645-58.6% |