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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 | $4,341 | $77,962-94.4% | $178,540-97.6% | $80,935-94.6% |
| Participation rate | 87.2% | 65.7%+21.6pp | 77.1%+10.1pp | 67.7%+19.6pp |
| Annual return | 10.02% | 18.10%-8.1pp | 27.15%-17.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,071 | $2,280-9.2% | $3,953-47.6% | $2,757-24.9% |
| Participant deferral / active EE | $1,940 | $4,404-56.0% | $6,281-69.1% | $4,299-54.9% |
| Admin fee / account holder | $1,136 | $7,156-84.1% | $10,424-89.1% | $6,924-83.6% |