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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 | $1,848 | $55,902-96.7% | $76,030-97.6% | $80,959-97.7% |
| Participation rate | 93.3% | 62.1%+31.3pp | 69.1%+24.3pp | 67.7%+25.7pp |
| Annual return | 7.90% | 20.59%-12.7pp | 361.54%-353.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $386 | $1,867-79.3% | $2,688-85.7% | $2,757-86.0% |
| Participant deferral / active EE | $1,705 | $3,051-44.1% | $4,257-59.9% | $4,300-60.3% |
| Admin fee / account holder | $976 | $5,239-81.4% | $6,421-84.8% | $6,925-85.9% |