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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 | $6,658 | $117,829-94.3% | $102,423-93.5% | $145,877-95.4% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 7.07% | 31.83%-24.8pp | 29.42%-22.3pp | 551.28%-544.2pp |
| Employer contribution / active EE | $2,090 | $3,615-42.2% | $3,023-30.9% | $4,663-55.2% |
| Participant deferral / active EE | $3,876 | $5,732-32.4% | $5,054-23.3% | $6,691-42.1% |
| Admin fee / account holder | $4,937 | $13,335-63.0% | $9,455-47.8% | $13,402-63.2% |