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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 | $13,112 | $70,418-81.4% | $96,570-86.4% | $85,847-84.7% |
| Participation rate | 90.3% | 61.8%+28.5pp | 69.8%+20.5pp | 69.3%+21.0pp |
| Annual return | 10.24% | 18.59%-8.4pp | 37.79%-27.6pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,317 | $1,413-6.8% | $2,357-44.1% | $2,565-48.7% |
| Participant deferral / active EE | $2,517 | $2,894-13.0% | $3,849-34.6% | $3,952-36.3% |
| Admin fee / account holder | $453 | $4,995-90.9% | $6,182-92.7% | $6,261-92.8% |