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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 | $4,376 | $52,580-91.7% | $71,671-93.9% | $70,126-93.8% |
| Participation rate | 96.6% | 60.9%+35.7pp | 68.7%+27.8pp | 69.5%+27.0pp |
| Annual return | 9.97% | 20.25%-10.3pp | 20.65%-10.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $2,123 | $1,616+31.4% | $2,460-13.7% | $2,343-9.4% |
| Participant deferral / active EE | $1,823 | $2,386-23.6% | $3,438-47.0% | $3,332-45.3% |
| Admin fee / account holder | $482 | $3,653-86.8% | $5,558-91.3% | $4,645-89.6% |