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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 | $6,970 | $81,331-91.4% | $155,534-95.5% | $80,935-91.4% |
| Participation rate | 92.9% | 66.3%+26.6pp | 78.2%+14.6pp | 67.7%+25.2pp |
| Annual return | 8.44% | 33.37%-24.9pp | 64.92%-56.5pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,117 | $3,105-64.0% | $4,675-76.1% | $2,757-59.5% |
| Participant deferral / active EE | $1,875 | $3,454-45.7% | $5,630-66.7% | $4,299-56.4% |
| Admin fee / account holder | $876 | $7,999-89.0% | $15,900-94.5% | $6,924-87.3% |