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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 | $4,824 | $81,358-94.1% | $155,556-96.9% | $80,959-94.0% |
| Participation rate | 73.1% | 66.3%+6.9pp | 78.2%-5.1pp | 67.7%+5.5pp |
| Annual return | 9.84% | 33.39%-23.5pp | 64.84%-55.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $446 | $3,106-85.7% | $4,675-90.5% | $2,757-83.8% |
| Participant deferral / active EE | $1,021 | $3,455-70.5% | $5,631-81.9% | $4,300-76.3% |
| Admin fee / account holder | $371 | $7,994-95.4% | $15,885-97.7% | $6,925-94.6% |