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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 | $19,149 | $135,956-85.9% | $123,894-84.5% | $273,972-93.0% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 1.27% | 56.63%-55.4pp | 47.52%-46.2pp | 41.46%-40.2pp |
| Employer contribution / active EE | $2,194 | $5,170-57.6% | $4,617-52.5% | $4,869-54.9% |
| Participant deferral / active EE | $2,904 | $6,343-54.2% | $5,984-51.5% | $5,287-45.1% |
| Admin fee / account holder | $1,255 | $9,817-87.2% | $8,357-85.0% | $10,133-87.6% |