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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 | $7,545 | $106,749-92.9% | $145,433-94.8% | $82,448-90.8% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 9.16% | 27.59%-18.4pp | 66.58%-57.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $888 | $3,444-74.2% | $4,554-80.5% | $2,551-65.2% |
| Participant deferral / active EE | $2,852 | $6,519-56.2% | $7,897-63.9% | $4,139-31.1% |
| Admin fee / account holder | $466 | $8,390-94.4% | $13,129-96.5% | $7,234-93.6% |