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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 | $6,416 | $81,358-92.1% | $155,556-95.9% | $80,959-92.1% |
| Participation rate | 95.7% | 66.3%+29.4pp | 78.2%+17.4pp | 67.7%+28.0pp |
| Annual return | 7.36% | 33.39%-26.0pp | 64.84%-57.5pp | 35.67%-28.3pp |
| Employer contribution / active EE | $729 | $3,106-76.5% | $4,675-84.4% | $2,757-73.6% |
| Participant deferral / active EE | $1,054 | $3,455-69.5% | $5,631-81.3% | $4,300-75.5% |
| Admin fee / account holder | $1,205 | $7,994-84.9% | $15,885-92.4% | $6,925-82.6% |