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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 | $8,264 | $81,487-89.9% | $102,412-91.9% | $80,935-89.8% |
| Participation rate | 91.5% | 66.8%+24.6pp | 74.5%+17.0pp | 67.7%+23.8pp |
| Annual return | 10.02% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,502 | $3,103-51.6% | $3,870-61.2% | $2,757-45.5% |
| Participant deferral / active EE | $2,693 | $3,871-30.4% | $5,060-46.8% | $4,299-37.4% |
| Admin fee / account holder | $729 | $6,717-89.2% | $8,388-91.3% | $6,924-89.5% |