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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 | $78,027-94.4% | $178,528-97.6% | $80,925-94.6% |
| Participation rate | 87.2% | 65.7%+21.6pp | 77.1%+10.1pp | 67.7%+19.6pp |
| Annual return | 10.02% | 18.09%-8.1pp | 27.11%-17.1pp | 35.65%-25.6pp |
| Employer contribution / active EE | $2,071 | $2,281-9.2% | $3,950-47.6% | $2,756-24.9% |
| Participant deferral / active EE | $1,940 | $4,408-56.0% | $6,278-69.1% | $4,299-54.9% |
| Admin fee / account holder | $1,136 | $7,168-84.2% | $10,419-89.1% | $6,940-83.6% |