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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 | $8,474 | $78,520-89.2% | $96,576-91.2% | $82,448-89.7% |
| Participation rate | 86.7% | 77.7%+8.9pp | 81.4%+5.2pp | 68.1%+18.6pp |
| Annual return | 10.17% | 41.30%-31.1pp | 38.47%-28.3pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,625 | $6,754-31.5% | $7,956-41.9% | $4,139+11.7% |
| Admin fee / account holder | $892 | $13,455-93.4% | $11,381-92.2% | $7,234-87.7% |