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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 | $7,906 | $61,125-87.1% | $94,057-91.6% | $87,485-91.0% |
| Participation rate | 72.2% | 64.1%+8.2pp | 73.3%-1.1pp | 68.9%+3.3pp |
| Annual return | 12.02% | 35.20%-23.2pp | 480.62%-468.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $589 | $2,136-72.4% | $2,933-79.9% | $2,596-77.3% |
| Participant deferral / active EE | $1,155 | $3,260-64.6% | $4,709-75.5% | $4,274-73.0% |
| Admin fee / account holder | $835 | $5,629-85.2% | $7,244-88.5% | $7,775-89.3% |