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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 | $5,664 | $110,379-94.9% | $102,412-94.5% | $145,884-96.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 4.79% | 24.84%-20.0pp | 24.94%-20.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $1,610 | $4,216-61.8% | $3,870-58.4% | $4,662-65.5% |
| Participant deferral / active EE | $1,842 | $5,622-67.2% | $5,060-63.6% | $6,690-72.5% |
| Admin fee / account holder | $595 | $9,745-93.9% | $8,388-92.9% | $13,392-95.6% |