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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 | $7,716 | $76,834-90.0% | $108,359-92.9% | $87,485-91.2% |
| Participation rate | 86.2% | 61.7%+24.5pp | 70.1%+16.1pp | 68.9%+17.3pp |
| Annual return | 9.47% | 19.09%-9.6pp | 36.89%-27.4pp | 26.06%-16.6pp |
| Employer contribution / active EE | $545 | $1,556-65.0% | $2,399-77.3% | $2,596-79.0% |
| Participant deferral / active EE | $1,834 | $3,100-40.8% | $4,137-55.7% | $4,274-57.1% |
| Admin fee / account holder | $862 | $6,537-86.8% | $9,741-91.1% | $7,775-88.9% |