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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 | $6,125 | $81,331-92.5% | $155,534-96.1% | $80,935-92.4% |
| Participation rate | 84.4% | 66.3%+18.1pp | 78.2%+6.2pp | 67.7%+16.7pp |
| Annual return | 7.04% | 33.37%-26.3pp | 64.92%-57.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $1,071 | $3,105-65.5% | $4,675-77.1% | $2,757-61.2% |
| Participant deferral / active EE | $1,972 | $3,454-42.9% | $5,630-65.0% | $4,299-54.1% |
| Admin fee / account holder | $430 | $7,999-94.6% | $15,900-97.3% | $6,924-93.8% |