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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 | $9,961 | $75,807-86.9% | $116,096-91.4% | $86,983-88.5% |
| Participation rate | 90.9% | 66.9%+24.0pp | 73.3%+17.6pp | 69.5%+21.4pp |
| Annual return | 10.21% | 18.57%-8.4pp | 326.25%-316.0pp | 25.83%-15.6pp |
| Employer contribution / active EE | $585 | $1,892-69.1% | $2,503-76.6% | $2,584-77.3% |
| Participant deferral / active EE | $2,486 | $3,212-22.6% | $3,952-37.1% | $4,194-40.7% |
| Admin fee / account holder | $568 | $6,659-91.5% | $7,704-92.6% | $7,856-92.8% |