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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 | $9,908 | $81,487-87.8% | $102,412-90.3% | $80,935-87.8% |
| Participation rate | 88.1% | 66.8%+21.3pp | 74.5%+13.6pp | 67.7%+20.5pp |
| Annual return | 8.16% | 25.60%-17.4pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,432 | $3,103-53.9% | $3,870-63.0% | $2,757-48.1% |
| Participant deferral / active EE | $3,816 | $3,871-1.4% | $5,060-24.6% | $4,299-11.3% |
| Admin fee / account holder | $1,829 | $6,717-72.8% | $8,388-78.2% | $6,924-73.6% |