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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 | $1,593 | $25,014-93.6% | $69,632-97.7% | $80,959-98.0% |
| Participation rate | 89.5% | 64.2%+25.3pp | 66.4%+23.1pp | 67.7%+21.8pp |
| Annual return | 8.40% | 19.08%-10.7pp | 101.32%-92.9pp | 35.67%-27.3pp |
| Employer contribution / active EE | $433 | $991-56.3% | $1,708-74.7% | $2,757-84.3% |
| Participant deferral / active EE | $1,023 | $1,840-44.4% | $2,889-64.6% | $4,300-76.2% |
| Admin fee / account holder | $619 | $2,491-75.2% | $4,695-86.8% | $6,925-91.1% |