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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 | $77,814-93.9% | $158,223-97.0% | $86,983-94.6% |
| Participation rate | 83.3% | 68.4%+14.9pp | 79.2%+4.1pp | 69.5%+13.8pp |
| Annual return | 8.25% | 30.54%-22.3pp | 52.09%-43.8pp | 25.83%-17.6pp |
| Employer contribution / active EE | $1,096 | $2,592-57.7% | $4,109-73.3% | $2,584-57.6% |
| Participant deferral / active EE | $1,384 | $3,270-57.7% | $5,467-74.7% | $4,194-67.0% |
| Admin fee / account holder | $523 | $5,879-91.1% | $16,047-96.7% | $7,856-93.3% |