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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 | $17,217 | $93,598-81.6% | $135,974-87.3% | $75,173-77.1% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 11.91% | 30.89%-19.0pp | 68.30%-56.4pp | 160.72%-148.8pp |
| Employer contribution / active EE | $854 | $3,538-75.9% | $4,859-82.4% | $2,671-68.0% |
| Participant deferral / active EE | $4,432 | $6,405-30.8% | $7,760-42.9% | $4,126+7.4% |
| Admin fee / account holder | $5,209 | $6,978-25.3% | $10,767-51.6% | $5,651-7.8% |