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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 | $9,133 | $99,875-90.9% | $146,866-93.8% | $86,983-89.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 11.33% | 28.10%-16.8pp | 102.85%-91.5pp | 25.83%-14.5pp |
| Employer contribution / active EE | $727 | $3,224-77.5% | $4,425-83.6% | $2,584-71.9% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $431 | $7,838-94.5% | $13,620-96.8% | $7,856-94.5% |