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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 | $2,248 | $57,590-96.1% | $86,233-97.4% | $82,448-97.3% |
| Participation rate | 85.4% | 57.9%+27.6pp | 69.0%+16.4pp | 68.1%+17.3pp |
| Annual return | 11.00% | 22.41%-11.4pp | 61.39%-50.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $891 | $1,655-46.2% | $2,504-64.4% | $2,551-65.1% |
| Participant deferral / active EE | $1,017 | $3,080-67.0% | $4,559-77.7% | $4,139-75.4% |
| Admin fee / account holder | $749 | $4,730-84.2% | $8,342-91.0% | $7,234-89.6% |