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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 | $3,366 | $81,331-95.9% | $155,534-97.8% | $80,935-95.8% |
| Participation rate | 90.4% | 66.3%+24.1pp | 78.2%+12.2pp | 67.7%+22.7pp |
| Annual return | 8.96% | 33.37%-24.4pp | 64.92%-56.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $737 | $3,105-76.3% | $4,675-84.2% | $2,757-73.3% |
| Participant deferral / active EE | $2,013 | $3,454-41.7% | $5,630-64.2% | $4,299-53.2% |
| Admin fee / account holder | $1,228 | $7,999-84.6% | $15,900-92.3% | $6,924-82.3% |