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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 | $4,867 | $73,787-93.4% | $98,716-95.1% | $82,448-94.1% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.3%+16.4pp | 68.1%+17.6pp |
| Annual return | 9.02% | 18.57%-9.5pp | 31.81%-22.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $398 | $1,511-73.6% | $2,279-82.5% | $2,551-84.4% |
| Participant deferral / active EE | $1,330 | $3,081-56.9% | $4,048-67.2% | $4,139-67.9% |
| Admin fee / account holder | $669 | $6,500-89.7% | $8,703-92.3% | $7,234-90.7% |