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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 | $3,691 | $81,331-95.5% | $155,534-97.6% | $80,935-95.4% |
| Participation rate | 82.4% | 66.3%+16.1pp | 78.2%+4.1pp | 67.7%+14.7pp |
| Annual return | 7.64% | 33.37%-25.7pp | 64.92%-57.3pp | 35.66%-28.0pp |
| Employer contribution / active EE | $897 | $3,105-71.1% | $4,675-80.8% | $2,757-67.5% |
| Participant deferral / active EE | $1,529 | $3,454-55.7% | $5,630-72.8% | $4,299-64.4% |
| Admin fee / account holder | $2,652 | $7,999-66.8% | $15,900-83.3% | $6,924-61.7% |