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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 | $3,415 | $59,440-94.3% | $78,004-95.6% | $82,637-95.9% |
| Participation rate | 84.6% | 62.8%+21.8pp | 69.4%+15.2pp | 68.1%+16.6pp |
| Annual return | 10.76% | 40.24%-29.5pp | 31.07%-20.3pp | 53.51%-42.7pp |
| Employer contribution / active EE | $432 | $1,750-75.3% | $2,469-82.5% | $2,552-83.1% |
| Participant deferral / active EE | $1,222 | $3,138-61.1% | $4,092-70.1% | $4,126-70.4% |
| Admin fee / account holder | $1,252 | $5,504-77.2% | $7,578-83.5% | $7,339-82.9% |