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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 | $14,159 | $49,025-71.1% | $87,502-83.8% | $62,881-77.5% |
| Participation rate | 90.7% | 64.9%+25.9pp | 73.8%+16.9pp | 69.3%+21.4pp |
| Annual return | 4.15% | 10.02%-5.9pp | 12.21%-8.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $360 | $1,372-73.8% | $2,550-85.9% | $2,281-84.2% |
| Participant deferral / active EE | $1,947 | $2,289-14.9% | $3,149-38.2% | $3,203-39.2% |
| Admin fee / account holder | $480 | $4,065-88.2% | $4,221-88.6% | $4,296-88.8% |