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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 | $10,669 | $78,015-86.3% | $178,505-94.0% | $80,959-86.8% |
| Participation rate | 96.0% | 65.7%+30.3pp | 77.1%+18.9pp | 67.7%+28.3pp |
| Annual return | 10.67% | 18.10%-7.4pp | 27.16%-16.5pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,442 | $2,281-36.8% | $3,955-63.6% | $2,757-47.7% |
| Participant deferral / active EE | $2,622 | $4,406-40.5% | $6,280-58.3% | $4,300-39.0% |
| Admin fee / account holder | $1,981 | $7,160-72.3% | $10,428-81.0% | $6,925-71.4% |