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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 | $13,948 | $56,894-75.5% | $84,753-83.5% | $62,881-77.8% |
| Participation rate | 96.2% | 68.5%+27.7pp | 76.6%+19.6pp | 69.3%+26.9pp |
| Annual return | 3.72% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,195 | $2,400-50.2% | $3,574-66.6% | $2,281-47.6% |
| Participant deferral / active EE | $1,260 | $2,709-53.5% | $3,712-66.0% | $3,203-60.7% |
| Admin fee / account holder | $1,816 | $3,581-49.3% | $5,333-65.9% | $4,296-57.7% |