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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 | $17,797 | $115,931-84.6% | $185,441-90.4% | $86,983-79.5% |
| Participation rate | 76.4% | 73.6%+2.8pp | 80.3%-3.9pp | 69.5%+6.8pp |
| Annual return | 11.24% | 21.47%-10.2pp | 20.16%-8.9pp | 25.83%-14.6pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,497 | $4,551-45.1% | $6,152-59.4% | $4,194-40.4% |
| Admin fee / account holder | $968 | $10,687-90.9% | $17,890-94.6% | $7,856-87.7% |