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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 | $4,195 | $81,276-94.8% | $155,574-97.3% | $80,925-94.8% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 9.31% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,360 | $3,103-56.2% | $4,676-70.9% | $2,756-50.7% |
| Participant deferral / active EE | $1,733 | $3,453-49.8% | $5,629-69.2% | $4,299-59.7% |
| Admin fee / account holder | $2,612 | $7,993-67.3% | $15,914-83.6% | $6,940-62.4% |