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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 | $8,938 | $63,773-86.0% | $81,286-89.0% | $80,925-89.0% |
| Participation rate | 85.9% | 63.9%+22.0pp | 69.5%+16.4pp | 67.7%+18.3pp |
| Annual return | 8.18% | 16.37%-8.2pp | 24.80%-16.6pp | 35.65%-27.5pp |
| Employer contribution / active EE | $793 | $1,979-59.9% | $2,463-67.8% | $2,756-71.2% |
| Participant deferral / active EE | $1,556 | $3,093-49.7% | $3,883-59.9% | $4,299-63.8% |
| Admin fee / account holder | $407 | $5,682-92.8% | $5,764-92.9% | $6,940-94.1% |