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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 | $12,119 | $71,215-83.0% | $93,696-87.1% | $80,935-85.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 3.95% | 11.27%-7.3pp | 133.74%-129.8pp | 35.66%-31.7pp |
| Employer contribution / active EE | $1,475 | $1,565-5.8% | $2,422-39.1% | $2,757-46.5% |
| Participant deferral / active EE | $1,802 | $4,037-55.4% | $4,417-59.2% | $4,299-58.1% |
| Admin fee / account holder | $860 | $6,958-87.6% | $8,287-89.6% | $6,924-87.6% |