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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 | $2,094 | $16,790-87.5% | $64,489-96.8% | $67,986-96.9% |
| Participation rate | 87.6% | 62.4%+25.2pp | 67.7%+19.9pp | 57.2%+30.4pp |
| Annual return | 15.59% | 30.55%-15.0pp | 55.03%-39.4pp | 31.67%-16.1pp |
| Employer contribution / active EE | $385 | $648-40.6% | $1,523-74.7% | $2,019-80.9% |
| Participant deferral / active EE | $1,118 | $1,510-26.0% | $2,778-59.7% | $3,358-66.7% |
| Admin fee / account holder | $1,018 | $1,690-39.7% | $4,260-76.1% | $3,203-68.2% |