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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 | $8,039 | $81,262-90.1% | $155,602-94.8% | $80,911-90.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.98% | 33.34%-25.4pp | 64.81%-56.8pp | 35.63%-27.6pp |
| Employer contribution / active EE | $1,695 | $3,102-45.4% | $4,675-63.8% | $2,756-38.5% |
| Participant deferral / active EE | $1,816 | $3,451-47.4% | $5,629-67.7% | $4,297-57.7% |
| Admin fee / account holder | $463 | $7,992-94.2% | $15,923-97.1% | $6,935-93.3% |