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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 | $14,341 | $84,236-83.0% | $170,435-91.6% | $70,126-79.6% |
| Participation rate | 98.5% | 70.8%+27.7pp | 83.6%+14.9pp | 69.5%+28.9pp |
| Annual return | 7.36% | 23.06%-15.7pp | 205.94%-198.6pp | 73.15%-65.8pp |
| Employer contribution / active EE | $802 | $3,387-76.3% | $5,432-85.2% | $2,343-65.8% |
| Participant deferral / active EE | $1,055 | $3,086-65.8% | $4,939-78.6% | $3,332-68.3% |
| Admin fee / account holder | $1,593 | $5,698-72.0% | $13,881-88.5% | $4,645-65.7% |