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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 | $9,728 | $68,880-85.9% | $120,580-91.9% | $80,959-88.0% |
| Participation rate | 83.0% | 61.7%+21.3pp | 72.0%+11.1pp | 67.7%+15.4pp |
| Annual return | 9.11% | 23.68%-14.6pp | 107.48%-98.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $919 | $2,066-55.5% | $3,469-73.5% | $2,757-66.7% |
| Participant deferral / active EE | $1,675 | $3,191-47.5% | $4,995-66.5% | $4,300-61.0% |
| Admin fee / account holder | $366 | $5,785-93.7% | $9,418-96.1% | $6,925-94.7% |