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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 | $13,572 | $86,940-84.4% | $102,434-86.8% | $80,935-83.2% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.7%+10.7pp |
| Annual return | 7.67% | 18.89%-11.2pp | 29.46%-21.8pp | 35.66%-28.0pp |
| Employer contribution / active EE | $1,295 | $2,370-45.4% | $3,023-57.2% | $2,757-53.0% |
| Participant deferral / active EE | $3,706 | $4,121-10.1% | $5,055-26.7% | $4,299-13.8% |
| Admin fee / account holder | $467 | $8,047-94.2% | $9,462-95.1% | $6,924-93.3% |