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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 | $4,359 | $81,331-94.6% | $155,534-97.2% | $80,935-94.6% |
| Participation rate | 93.9% | 66.3%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 10.18% | 33.37%-23.2pp | 64.92%-54.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $791 | $3,105-74.5% | $4,675-83.1% | $2,757-71.3% |
| Participant deferral / active EE | $1,899 | $3,454-45.0% | $5,630-66.3% | $4,299-55.8% |
| Admin fee / account holder | $311 | $7,999-96.1% | $15,900-98.0% | $6,924-95.5% |