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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 | $2,214 | $55,889-96.0% | $76,119-97.1% | $80,935-97.3% |
| Participation rate | 88.1% | 62.1%+26.0pp | 69.1%+19.0pp | 67.7%+20.4pp |
| Annual return | 8.70% | 20.58%-11.9pp | 361.25%-352.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $677 | $1,866-63.7% | $2,693-74.8% | $2,757-75.4% |
| Participant deferral / active EE | $1,329 | $3,051-56.5% | $4,259-68.8% | $4,299-69.1% |
| Admin fee / account holder | $945 | $5,241-82.0% | $6,421-85.3% | $6,924-86.3% |