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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 | $5,010 | $51,606-90.3% | $129,339-96.1% | $80,911-93.8% |
| Participation rate | 96.3% | 57.0%+39.3pp | 69.6%+26.7pp | 67.6%+28.6pp |
| Annual return | 10.02% | 20.76%-10.7pp | 9437.05%-9427.0pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,018 | $1,582-35.6% | $4,154-75.5% | $2,756-63.1% |
| Participant deferral / active EE | $1,851 | $2,669-30.6% | $4,170-55.6% | $4,297-56.9% |
| Admin fee / account holder | $380 | $4,310-91.2% | $7,668-95.0% | $6,935-94.5% |