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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 | $10,650 | $106,247-90.0% | $96,515-89.0% | $139,466-92.4% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 7.61% | 38.47%-30.9pp | 35.73%-28.1pp | 373.66%-366.1pp |
| Employer contribution / active EE | $841 | $4,106-79.5% | $3,740-77.5% | $4,754-82.3% |
| Participant deferral / active EE | $4,594 | $5,456-15.8% | $4,880-5.9% | $6,712-31.6% |
| Admin fee / account holder | $829 | $7,885-89.5% | $6,735-87.7% | $11,409-92.7% |