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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 | $8,532 | $81,276-89.5% | $155,574-94.5% | $80,925-89.5% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.7%+20.7pp |
| Annual return | 10.60% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,200 | $3,103-61.3% | $4,676-74.3% | $2,756-56.5% |
| Participant deferral / active EE | $1,884 | $3,453-45.4% | $5,629-66.5% | $4,299-56.2% |
| Admin fee / account holder | $1,547 | $7,993-80.6% | $15,914-90.3% | $6,940-77.7% |