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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 | $7,423 | $54,757-86.4% | $90,304-91.8% | $72,975-89.8% |
| Participation rate | 92.5% | 65.2%+27.4pp | 73.3%+19.3pp | 69.5%+23.0pp |
| Annual return | 14.01% | 30.63%-16.6pp | 78.13%-64.1pp | 81.01%-67.0pp |
| Employer contribution / active EE | $963 | $2,093-54.0% | $2,855-66.3% | $2,440-60.5% |
| Participant deferral / active EE | $1,802 | $2,887-37.6% | $3,885-53.6% | $3,608-50.0% |
| Admin fee / account holder | $837 | $3,973-78.9% | $5,354-84.4% | $5,124-83.7% |