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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 | $6,478 | $81,276-92.0% | $155,574-95.8% | $80,925-92.0% |
| Participation rate | 85.2% | 66.2%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 10.08% | 33.36%-23.3pp | 64.87%-54.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $560 | $3,103-82.0% | $4,676-88.0% | $2,756-79.7% |
| Participant deferral / active EE | $3,672 | $3,453+6.4% | $5,629-34.8% | $4,299-14.6% |
| Admin fee / account holder | $339 | $7,993-95.8% | $15,914-97.9% | $6,940-95.1% |