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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 | $8,297 | $93,589-91.1% | $135,942-93.9% | $75,181-89.0% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 12.20% | 30.90%-18.7pp | 68.28%-56.1pp | 160.69%-148.5pp |
| Employer contribution / active EE | $794 | $3,537-77.5% | $4,858-83.6% | $2,671-70.3% |
| Participant deferral / active EE | $3,508 | $6,405-45.2% | $7,759-54.8% | $4,126-15.0% |
| Admin fee / account holder | $1,198 | $6,977-82.8% | $10,764-88.9% | $5,650-78.8% |