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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 | $3,704 | $81,331-95.4% | $155,534-97.6% | $80,935-95.4% |
| Participation rate | 88.6% | 66.3%+22.3pp | 78.2%+10.4pp | 67.7%+20.9pp |
| Annual return | 4.83% | 33.37%-28.5pp | 64.92%-60.1pp | 35.66%-30.8pp |
| Employer contribution / active EE | $401 | $3,105-87.1% | $4,675-91.4% | $2,757-85.5% |
| Participant deferral / active EE | $1,116 | $3,454-67.7% | $5,630-80.2% | $4,299-74.0% |
| Admin fee / account holder | $814 | $7,999-89.8% | $15,900-94.9% | $6,924-88.2% |