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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 | $4,416 | $57,590-92.3% | $86,233-94.9% | $82,448-94.6% |
| Participation rate | 84.6% | 57.9%+26.8pp | 69.0%+15.6pp | 68.1%+16.5pp |
| Annual return | 4.70% | 22.41%-17.7pp | 61.39%-56.7pp | 41.64%-36.9pp |
| Employer contribution / active EE | $2,489 | $1,655+50.4% | $2,504-0.6% | $2,551-2.4% |
| Participant deferral / active EE | $1,833 | $3,080-40.5% | $4,559-59.8% | $4,139-55.7% |
| Admin fee / account holder | $475 | $4,730-90.0% | $8,342-94.3% | $7,234-93.4% |