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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 | $4,581 | $81,331-94.4% | $155,534-97.1% | $80,935-94.3% |
| Participation rate | 75.9% | 66.3%+9.6pp | 78.2%-2.4pp | 67.7%+8.2pp |
| Annual return | 9.79% | 33.37%-23.6pp | 64.92%-55.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $560 | $3,105-82.0% | $4,675-88.0% | $2,757-79.7% |
| Participant deferral / active EE | $915 | $3,454-73.5% | $5,630-83.7% | $4,299-78.7% |
| Admin fee / account holder | $1,650 | $7,999-79.4% | $15,900-89.6% | $6,924-76.2% |