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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 | $7,259 | $81,331-91.1% | $155,534-95.3% | $80,935-91.0% |
| Participation rate | 90.6% | 66.3%+24.4pp | 78.2%+12.4pp | 67.7%+23.0pp |
| Annual return | 8.38% | 33.37%-25.0pp | 64.92%-56.5pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,896 | $3,105-38.9% | $4,675-59.4% | $2,757-31.2% |
| Participant deferral / active EE | $5,415 | $3,454+56.8% | $5,630-3.8% | $4,299+25.9% |
| Admin fee / account holder | $565 | $7,999-92.9% | $15,900-96.4% | $6,924-91.8% |