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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 | $23,083 | $67,602-65.9% | $82,312-72.0% | $70,126-67.1% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.9%-3.9pp | 69.5%+3.4pp |
| Annual return | 10.61% | 21.57%-11.0pp | 25.88%-15.3pp | 73.15%-62.5pp |
| Employer contribution / active EE | $2,142 | $1,755+22.1% | $2,428-11.8% | $2,343-8.6% |
| Participant deferral / active EE | $2,728 | $2,987-8.7% | $3,706-26.4% | $3,332-18.1% |
| Admin fee / account holder | $605 | $4,512-86.6% | $5,608-89.2% | $4,645-87.0% |