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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 | $8,669 | $78,015-88.9% | $178,505-95.1% | $80,959-89.3% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.3pp | 67.7%+8.2pp |
| Annual return | 9.47% | 18.10%-8.6pp | 27.16%-17.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $848 | $2,281-62.8% | $3,955-78.6% | $2,757-69.2% |
| Participant deferral / active EE | $1,565 | $4,406-64.5% | $6,280-75.1% | $4,300-63.6% |
| Admin fee / account holder | $395 | $7,160-94.5% | $10,428-96.2% | $6,925-94.3% |