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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 | $10,708 | $47,848-77.6% | $81,473-86.9% | $70,126-84.7% |
| Participation rate | 70.9% | 58.3%+12.6pp | 68.0%+3.0pp | 69.5%+1.4pp |
| Annual return | 10.93% | 27.25%-16.3pp | 38.78%-27.9pp | 73.15%-62.2pp |
| Employer contribution / active EE | $637 | $1,527-58.3% | $2,568-75.2% | $2,343-72.8% |
| Participant deferral / active EE | $1,463 | $2,453-40.3% | $3,537-58.6% | $3,332-56.1% |
| Admin fee / account holder | $389 | $3,145-87.6% | $4,561-91.5% | $4,645-91.6% |