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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 | $8,401 | $78,670-89.3% | $109,173-92.3% | $85,847-90.2% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 11.26% | 25.09%-13.8pp | 25.75%-14.5pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,245 | $2,734-54.5% | $3,723-66.6% | $2,565-51.5% |
| Participant deferral / active EE | $2,732 | $3,467-21.2% | $4,654-41.3% | $3,952-30.9% |
| Admin fee / account holder | $935 | $5,469-82.9% | $6,755-86.2% | $6,261-85.1% |