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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 | $9,404 | $81,358-88.4% | $155,556-94.0% | $80,959-88.4% |
| Participation rate | 88.6% | 66.3%+22.3pp | 78.2%+10.3pp | 67.7%+20.9pp |
| Annual return | 10.01% | 33.39%-23.4pp | 64.84%-54.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,059 | $3,106-33.7% | $4,675-56.0% | $2,757-25.3% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $371 | $7,994-95.4% | $15,885-97.7% | $6,925-94.6% |