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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 | $6,872 | $125,797-94.5% | $170,043-96.0% | $75,173-90.9% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 9.78% | 27.20%-17.4pp | 53.40%-43.6pp | 160.72%-150.9pp |
| Employer contribution / active EE | $1,664 | $4,616-64.0% | $6,790-75.5% | $2,671-37.7% |
| Participant deferral / active EE | $3,965 | $6,838-42.0% | $10,410-61.9% | $4,126-3.9% |
| Admin fee / account holder | $588 | $8,177-92.8% | $12,824-95.4% | $5,651-89.6% |