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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 | $8,951 | $81,331-89.0% | $155,534-94.2% | $80,935-88.9% |
| Participation rate | 72.1% | 66.3%+5.8pp | 78.2%-6.1pp | 67.7%+4.4pp |
| Annual return | 5.76% | 33.37%-27.6pp | 64.92%-59.2pp | 35.66%-29.9pp |
| Employer contribution / active EE | $1,709 | $3,105-45.0% | $4,675-63.4% | $2,757-38.0% |
| Participant deferral / active EE | $1,328 | $3,454-61.6% | $5,630-76.4% | $4,299-69.1% |
| Admin fee / account holder | $1,635 | $7,999-79.6% | $15,900-89.7% | $6,924-76.4% |