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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 | $7,341 | $57,061-87.1% | $85,063-91.4% | $80,911-90.9% |
| Participation rate | 93.1% | 56.3%+36.8pp | 67.5%+25.6pp | 67.6%+25.5pp |
| Annual return | 8.06% | 21.66%-13.6pp | 66.54%-58.5pp | 35.63%-27.6pp |
| Employer contribution / active EE | $357 | $1,799-80.2% | $2,727-86.9% | $2,756-87.1% |
| Participant deferral / active EE | $1,207 | $3,110-61.2% | $4,523-73.3% | $4,297-71.9% |
| Admin fee / account holder | $807 | $4,986-83.8% | $6,155-86.9% | $6,935-88.4% |