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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 | $3,780 | $81,276-95.3% | $155,574-97.6% | $80,925-95.3% |
| Participation rate | 81.3% | 66.2%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 8.48% | 33.36%-24.9pp | 64.87%-56.4pp | 35.65%-27.2pp |
| Employer contribution / active EE | $856 | $3,103-72.4% | $4,676-81.7% | $2,756-68.9% |
| Participant deferral / active EE | $1,004 | $3,453-70.9% | $5,629-82.2% | $4,299-76.6% |
| Admin fee / account holder | $1,301 | $7,993-83.7% | $15,914-91.8% | $6,940-81.2% |