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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 | $8,888 | $81,331-89.1% | $155,534-94.3% | $80,935-89.0% |
| Participation rate | 92.9% | 66.3%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 9.16% | 33.37%-24.2pp | 64.92%-55.8pp | 35.66%-26.5pp |
| Employer contribution / active EE | $1,018 | $3,105-67.2% | $4,675-78.2% | $2,757-63.1% |
| Participant deferral / active EE | $2,101 | $3,454-39.2% | $5,630-62.7% | $4,299-51.1% |
| Admin fee / account holder | $494 | $7,999-93.8% | $15,900-96.9% | $6,924-92.9% |