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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 | $9,029 | $91,559-90.1% | $133,978-93.3% | $79,856-88.7% |
| Participation rate | 80.6% | 73.3%+7.2pp | 79.8%+0.7pp | 69.6%+10.9pp |
| Annual return | 5.80% | 61.85%-56.0pp | 45.10%-39.3pp | 31.71%-25.9pp |
| Employer contribution / active EE | $992 | $2,384-58.4% | $3,919-74.7% | $2,471-59.9% |
| Participant deferral / active EE | $2,435 | $3,734-34.8% | $5,047-51.8% | $3,741-34.9% |
| Admin fee / account holder | $1,054 | $6,321-83.3% | $8,930-88.2% | $5,306-80.1% |