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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 | $5,641 | $81,504-93.1% | $102,437-94.5% | $80,959-93.0% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 6.76% | 25.60%-18.8pp | 24.95%-18.2pp | 35.67%-28.9pp |
| Employer contribution / active EE | $1,183 | $3,104-61.9% | $3,871-69.4% | $2,757-57.1% |
| Participant deferral / active EE | $1,761 | $3,871-54.5% | $5,060-65.2% | $4,300-59.0% |
| Admin fee / account holder | $887 | $6,719-86.8% | $8,388-89.4% | $6,925-87.2% |