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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 | $28,040 | $78,705-64.4% | $117,860-76.2% | $70,124-60.0% |
| Participation rate | 79.1% | 73.2%+5.9pp | 79.7%-0.6pp | 69.5%+9.5pp |
| Annual return | 9.65% | 23.30%-13.7pp | 335.10%-325.5pp | 73.14%-63.5pp |
| Employer contribution / active EE | $655 | $2,223-70.6% | $3,786-82.7% | $2,342-72.1% |
| Participant deferral / active EE | $2,192 | $3,297-33.5% | $4,482-51.1% | $3,332-34.2% |
| Admin fee / account holder | $2,300 | $5,065-54.6% | $8,021-71.3% | $4,645-50.5% |