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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 | $1,885 | $77,908-97.6% | $149,696-98.7% | $75,173-97.5% |
| Participation rate | 90.2% | 65.6%+24.7pp | 78.8%+11.5pp | 67.2%+23.0pp |
| Annual return | 5.98% | 31.73%-25.7pp | 134.46%-128.5pp | 160.72%-154.7pp |
| Employer contribution / active EE | $834 | $3,138-73.4% | $4,821-82.7% | $2,671-68.8% |
| Participant deferral / active EE | $1,120 | $3,411-67.2% | $5,682-80.3% | $4,126-72.9% |
| Admin fee / account holder | $982 | $5,950-83.5% | $13,212-92.6% | $5,651-82.6% |