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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 | $5,727 | $53,841-89.4% | $75,731-92.4% | $85,851-93.3% |
| Participation rate | 96.7% | 69.0%+27.6pp | 74.8%+21.8pp | 69.3%+27.3pp |
| Annual return | 8.74% | 24.54%-15.8pp | 104.65%-95.9pp | 318.63%-309.9pp |
| Employer contribution / active EE | $407 | $2,017-79.8% | $2,743-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $1,147 | $2,895-60.4% | $3,820-70.0% | $3,952-71.0% |
| Admin fee / account holder | $1,050 | $3,340-68.6% | $3,620-71.0% | $6,261-83.2% |