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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 | $4,711 | $75,541-93.8% | $152,093-96.9% | $82,637-94.3% |
| Participation rate | 83.3% | 66.5%+16.8pp | 77.8%+5.6pp | 68.1%+15.3pp |
| Annual return | 8.25% | 32.56%-24.3pp | 66.36%-58.1pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,096 | $2,622-58.2% | $4,175-73.8% | $2,552-57.1% |
| Participant deferral / active EE | $1,384 | $3,206-56.8% | $5,451-74.6% | $4,126-66.5% |
| Admin fee / account holder | $523 | $6,405-91.8% | $14,497-96.4% | $7,339-92.9% |