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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 | $5,763 | $57,073-89.9% | $85,126-93.2% | $80,925-92.9% |
| Participation rate | 95.5% | 56.4%+39.1pp | 67.5%+28.0pp | 67.7%+27.9pp |
| Annual return | 6.15% | 21.69%-15.5pp | 66.63%-60.5pp | 35.65%-29.5pp |
| Employer contribution / active EE | $1,090 | $1,801-39.5% | $2,731-60.1% | $2,756-60.5% |
| Participant deferral / active EE | $1,684 | $3,113-45.9% | $4,523-62.8% | $4,299-60.8% |
| Admin fee / account holder | $1,776 | $4,988-64.4% | $6,160-71.2% | $6,940-74.4% |