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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 | $6,852 | $81,358-91.6% | $155,556-95.6% | $80,959-91.5% |
| Participation rate | 85.7% | 66.3%+19.4pp | 78.2%+7.5pp | 67.7%+18.0pp |
| Annual return | 9.91% | 33.39%-23.5pp | 64.84%-54.9pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,063 | $3,106-65.8% | $4,675-77.3% | $2,757-61.4% |
| Participant deferral / active EE | $1,972 | $3,455-42.9% | $5,631-65.0% | $4,300-54.1% |
| Admin fee / account holder | $1,649 | $7,994-79.4% | $15,885-89.6% | $6,925-76.2% |