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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 | $138,366-94.2% | $184,185-95.6% | $80,911-90.0% |
| Participation rate | 81.0% | 83.9%-2.9pp | 86.8%-5.9pp | 67.6%+13.3pp |
| Annual return | 4.51% | 20.02%-15.5pp | 28.81%-24.3pp | 35.63%-31.1pp |
| Employer contribution / active EE | $3,266 | $4,849-32.6% | $6,426-49.2% | $2,756+18.5% |
| Participant deferral / active EE | $4,139 | $7,074-41.5% | $9,132-54.7% | $4,297-3.7% |
| Admin fee / account holder | $570 | $10,484-94.6% | $13,909-95.9% | $6,935-91.8% |