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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 | $7,747 | $57,140-86.4% | $85,240-90.9% | $80,959-90.4% |
| Participation rate | 87.1% | 56.4%+30.7pp | 67.5%+19.6pp | 67.7%+19.4pp |
| Annual return | 10.40% | 21.71%-11.3pp | 66.75%-56.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,392 | $1,802-22.7% | $2,735-49.1% | $2,757-49.5% |
| Participant deferral / active EE | $1,607 | $3,115-48.4% | $4,527-64.5% | $4,300-62.6% |
| Admin fee / account holder | $651 | $4,992-87.0% | $6,165-89.4% | $6,925-90.6% |