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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 | $1,477 | $63,845-97.7% | $81,370-98.2% | $80,959-98.2% |
| Participation rate | 84.2% | 63.9%+20.3pp | 69.5%+14.7pp | 67.7%+16.5pp |
| Annual return | 5.37% | 16.37%-11.0pp | 24.85%-19.5pp | 35.67%-30.3pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,197 | $3,093-61.3% | $3,885-69.2% | $4,300-72.2% |
| Admin fee / account holder | $347 | $5,688-93.9% | $5,749-94.0% | $6,925-95.0% |