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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 | $8,077 | $138,385-94.2% | $184,243-95.6% | $80,925-90.0% |
| Participation rate | 81.0% | 83.9%-2.9pp | 86.8%-5.9pp | 67.7%+13.3pp |
| Annual return | 4.51% | 20.02%-15.5pp | 28.82%-24.3pp | 35.65%-31.1pp |
| Employer contribution / active EE | $3,266 | $4,851-32.7% | $6,427-49.2% | $2,756+18.5% |
| Participant deferral / active EE | $4,139 | $7,075-41.5% | $9,132-54.7% | $4,299-3.7% |
| Admin fee / account holder | $570 | $10,489-94.6% | $13,914-95.9% | $6,940-91.8% |