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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 | $4,744 | $47,848-90.1% | $81,473-94.2% | $70,126-93.2% |
| Participation rate | 89.5% | 58.3%+31.2pp | 68.0%+21.5pp | 69.5%+19.9pp |
| Annual return | 10.85% | 27.25%-16.4pp | 38.78%-27.9pp | 73.15%-62.3pp |
| Employer contribution / active EE | $660 | $1,527-56.8% | $2,568-74.3% | $2,343-71.8% |
| Participant deferral / active EE | $1,209 | $2,453-50.7% | $3,537-65.8% | $3,332-63.7% |
| Admin fee / account holder | $973 | $3,145-69.1% | $4,561-78.7% | $4,645-79.1% |