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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 | $12,414 | $78,015-84.1% | $178,505-93.0% | $80,959-84.7% |
| Participation rate | 95.2% | 65.7%+29.6pp | 77.1%+18.1pp | 67.7%+27.6pp |
| Annual return | 7.00% | 18.10%-11.1pp | 27.16%-20.2pp | 35.67%-28.7pp |
| Employer contribution / active EE | $2,286 | $2,281+0.2% | $3,955-42.2% | $2,757-17.1% |
| Participant deferral / active EE | $2,653 | $4,406-39.8% | $6,280-57.8% | $4,300-38.3% |
| Admin fee / account holder | $1,122 | $7,160-84.3% | $10,428-89.2% | $6,925-83.8% |