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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 | $5,652 | $100,073-94.4% | $85,126-93.4% | $145,877-96.1% |
| Participation rate | 89.5% | 74.1%+15.4pp | 67.5%+22.0pp | 80.3%+9.2pp |
| Annual return | 6.70% | 84.11%-77.4pp | 66.63%-59.9pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,149 | $3,236-64.5% | $2,731-57.9% | $4,663-75.4% |
| Participant deferral / active EE | $1,966 | $5,294-62.9% | $4,523-56.5% | $6,691-70.6% |
| Admin fee / account holder | $1,225 | $7,261-83.1% | $6,160-80.1% | $13,402-90.9% |