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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 | $7,185 | $64,517-88.9% | $81,438-91.2% | $80,874-91.1% |
| Participation rate | 85.4% | 63.9%+21.5pp | 69.5%+15.9pp | 67.6%+17.7pp |
| Annual return | 8.48% | 16.35%-7.9pp | 24.74%-16.3pp | 35.62%-27.1pp |
| Employer contribution / active EE | $1,268 | $1,982-36.0% | $2,460-48.5% | $2,756-54.0% |
| Participant deferral / active EE | $2,377 | $3,096-23.2% | $3,883-38.8% | $4,297-44.7% |
| Admin fee / account holder | $1,081 | $5,677-81.0% | $5,764-81.3% | $6,935-84.4% |