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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 | $13,208 | $86,949-84.8% | $102,460-87.1% | $80,959-83.7% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.7%+2.7pp |
| Annual return | 6.43% | 18.89%-12.5pp | 29.47%-23.0pp | 35.67%-29.2pp |
| Employer contribution / active EE | $1,070 | $2,370-54.9% | $3,025-64.6% | $2,757-61.2% |
| Participant deferral / active EE | $2,423 | $4,121-41.2% | $5,056-52.1% | $4,300-43.6% |
| Admin fee / account holder | $995 | $8,048-87.6% | $9,460-89.5% | $6,925-85.6% |