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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 | $7,400 | $60,442-87.8% | $96,754-92.4% | $87,485-91.5% |
| Participation rate | 94.1% | 58.7%+35.4pp | 70.3%+23.8pp | 68.9%+25.2pp |
| Annual return | 12.95% | 21.97%-9.0pp | 82.04%-69.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $781 | $1,691-53.8% | $2,679-70.9% | $2,596-69.9% |
| Participant deferral / active EE | $2,074 | $3,280-36.8% | $4,758-56.4% | $4,274-51.5% |
| Admin fee / account holder | $1,997 | $5,069-60.6% | $8,905-77.6% | $7,775-74.3% |