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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 | $6,382 | $78,520-91.9% | $96,576-93.4% | $82,448-92.3% |
| Participation rate | 83.3% | 77.7%+5.6pp | 81.4%+1.9pp | 68.1%+15.3pp |
| Annual return | 10.49% | 41.30%-30.8pp | 38.47%-28.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,281 | $6,754-51.4% | $7,956-58.8% | $4,139-20.7% |
| Admin fee / account holder | $4,339 | $13,455-67.8% | $11,381-61.9% | $7,234-40.0% |