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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 | $7,361 | $51,638-85.7% | $129,406-94.3% | $80,959-90.9% |
| Participation rate | 76.2% | 56.9%+19.3pp | 69.6%+6.5pp | 67.7%+8.5pp |
| Annual return | 9.44% | 20.78%-11.3pp | 9468.18%-9458.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $779 | $1,584-50.8% | $4,155-81.2% | $2,757-71.7% |
| Participant deferral / active EE | $1,528 | $2,670-42.8% | $4,167-63.3% | $4,300-64.5% |
| Admin fee / account holder | $313 | $4,313-92.7% | $7,689-95.9% | $6,925-95.5% |