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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 | $2,700 | $55,902-95.2% | $76,030-96.4% | $80,959-96.7% |
| Participation rate | 92.7% | 62.1%+30.6pp | 69.1%+23.6pp | 67.7%+25.0pp |
| Annual return | 8.46% | 20.59%-12.1pp | 361.54%-353.1pp | 35.67%-27.2pp |
| Employer contribution / active EE | $688 | $1,867-63.1% | $2,688-74.4% | $2,757-75.0% |
| Participant deferral / active EE | $1,581 | $3,051-48.2% | $4,257-62.9% | $4,300-63.2% |
| Admin fee / account holder | $1,811 | $5,239-65.4% | $6,421-71.8% | $6,925-73.9% |