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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 | $22,054 | $132,310-83.3% | $105,754-79.1% | $273,970-92.0% |
| Participation rate | 72.2% | 83.2%-11.0pp | 78.9%-6.7pp | 83.0%-10.8pp |
| Annual return | 0.41% | 10.08%-9.7pp | 12.25%-11.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $1,799 | $4,867-63.0% | $4,079-55.9% | $4,869-63.0% |
| Participant deferral / active EE | $2,158 | $6,233-65.4% | $5,326-59.5% | $5,287-59.2% |
| Admin fee / account holder | $1,633 | $12,036-86.4% | $8,309-80.4% | $10,132-83.9% |