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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 | $1,387 | $25,014-94.5% | $69,632-98.0% | $80,959-98.3% |
| Participation rate | 87.0% | 64.2%+22.7pp | 66.4%+20.5pp | 67.7%+19.3pp |
| Annual return | 8.30% | 19.08%-10.8pp | 101.32%-93.0pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $809 | $1,840-56.0% | $2,889-72.0% | $4,300-81.2% |
| Admin fee / account holder | $372 | $2,491-85.1% | $4,695-92.1% | $6,925-94.6% |