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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 | $138,393-94.2% | $184,256-95.6% | $80,959-90.0% |
| Participation rate | 81.0% | 83.9%-2.9pp | 86.8%-5.9pp | 67.7%+13.3pp |
| Annual return | 4.51% | 20.01%-15.5pp | 28.85%-24.3pp | 35.67%-31.2pp |
| Employer contribution / active EE | $3,266 | $4,847-32.6% | $6,427-49.2% | $2,757+18.4% |
| Participant deferral / active EE | $4,139 | $7,076-41.5% | $9,133-54.7% | $4,300-3.7% |
| Admin fee / account holder | $570 | $10,489-94.6% | $13,899-95.9% | $6,925-91.8% |