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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 | $5,933 | $64,920-90.9% | $103,693-94.3% | $86,983-93.2% |
| Participation rate | 77.5% | 63.6%+13.9pp | 72.6%+4.9pp | 69.5%+8.0pp |
| Annual return | 8.81% | 30.29%-21.5pp | 47.61%-38.8pp | 25.83%-17.0pp |
| Employer contribution / active EE | $198 | $2,141-90.8% | $2,920-93.2% | $2,584-92.3% |
| Participant deferral / active EE | $1,112 | $3,241-65.7% | $4,579-75.7% | $4,194-73.5% |
| Admin fee / account holder | $357 | $6,191-94.2% | $7,858-95.5% | $7,856-95.5% |