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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 | $8,108 | $101,798-92.0% | $165,071-95.1% | $80,935-90.0% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.0pp | 67.7%+29.0pp |
| Annual return | 10.01% | 16.73%-6.7pp | 70.17%-60.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,258 | $2,954-57.4% | $4,347-71.1% | $2,757-54.3% |
| Participant deferral / active EE | $2,268 | $4,476-49.3% | $6,035-62.4% | $4,299-47.2% |
| Admin fee / account holder | $626 | $8,221-92.4% | $12,695-95.1% | $6,924-91.0% |