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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 | $8,347 | $78,027-89.3% | $178,528-95.3% | $80,925-89.7% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.7%+29.2pp |
| Annual return | 10.06% | 18.09%-8.0pp | 27.11%-17.1pp | 35.65%-25.6pp |
| Employer contribution / active EE | $866 | $2,281-62.1% | $3,950-78.1% | $2,756-68.6% |
| Participant deferral / active EE | $2,400 | $4,408-45.5% | $6,278-61.8% | $4,299-44.2% |
| Admin fee / account holder | $810 | $7,168-88.7% | $10,419-92.2% | $6,940-88.3% |