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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 | $8,625 | $93,055-90.7% | $153,643-94.4% | $80,935-89.3% |
| Participation rate | 95.9% | 69.0%+26.9pp | 77.1%+18.8pp | 67.7%+28.3pp |
| Annual return | 8.65% | 19.97%-11.3pp | 15.71%-7.1pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,306 | $3,504-62.7% | $5,039-74.1% | $2,757-52.6% |
| Participant deferral / active EE | $3,321 | $5,172-35.8% | $6,754-50.8% | $4,299-22.8% |
| Admin fee / account holder | $2,472 | $8,881-72.2% | $12,739-80.6% | $6,924-64.3% |