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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 | $7,640 | $97,550-92.2% | $120,344-93.7% | $87,485-91.3% |
| Participation rate | 95.6% | 72.8%+22.7pp | 76.7%+18.8pp | 68.9%+26.6pp |
| Annual return | 11.61% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.5pp |
| Employer contribution / active EE | $839 | $2,291-63.4% | $3,020-72.2% | $2,596-67.7% |
| Participant deferral / active EE | $2,294 | $4,230-45.8% | $5,135-55.3% | $4,274-46.3% |
| Admin fee / account holder | $686 | $9,543-92.8% | $12,742-94.6% | $7,775-91.2% |