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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 | $3,139 | $76,407-95.9% | $150,298-97.9% | $82,448-96.2% |
| Participation rate | 88.7% | 66.4%+22.3pp | 77.8%+10.9pp | 68.1%+20.6pp |
| Annual return | 10.78% | 39.99%-29.2pp | 62.79%-52.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $728 | $2,614-72.1% | $4,154-82.5% | $2,551-71.4% |
| Participant deferral / active EE | $1,092 | $3,214-66.0% | $5,453-80.0% | $4,139-73.6% |
| Admin fee / account holder | $703 | $6,352-88.9% | $14,116-95.0% | $7,234-90.3% |