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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 | $9,258 | $63,773-85.5% | $81,286-88.6% | $80,925-88.6% |
| Participation rate | 89.7% | 63.9%+25.7pp | 69.5%+20.1pp | 67.7%+22.0pp |
| Annual return | 7.56% | 16.37%-8.8pp | 24.80%-17.2pp | 35.65%-28.1pp |
| Employer contribution / active EE | $1,061 | $1,979-46.4% | $2,463-56.9% | $2,756-61.5% |
| Participant deferral / active EE | $2,919 | $3,093-5.6% | $3,883-24.8% | $4,299-32.1% |
| Admin fee / account holder | $1,187 | $5,682-79.1% | $5,764-79.4% | $6,940-82.9% |