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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 | $1,981 | $55,930-96.5% | $76,089-97.4% | $80,925-97.6% |
| Participation rate | 93.3% | 62.1%+31.2pp | 69.1%+24.2pp | 67.7%+25.6pp |
| Annual return | 9.77% | 20.58%-10.8pp | 360.94%-351.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $736 | $1,866-60.6% | $2,690-72.7% | $2,756-73.3% |
| Participant deferral / active EE | $1,441 | $3,051-52.8% | $4,259-66.2% | $4,299-66.5% |
| Admin fee / account holder | $1,179 | $5,241-77.5% | $6,418-81.6% | $6,940-83.0% |