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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 | $27,053 | $86,940-68.9% | $102,434-73.6% | $80,935-66.6% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+17.0pp |
| Annual return | 9.46% | 18.89%-9.4pp | 29.46%-20.0pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,764 | $2,370-25.6% | $3,023-41.7% | $2,757-36.0% |
| Participant deferral / active EE | $3,293 | $4,121-20.1% | $5,055-34.9% | $4,299-23.4% |
| Admin fee / account holder | $949 | $8,047-88.2% | $9,462-90.0% | $6,924-86.3% |