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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 | $86,919-84.4% | $102,457-86.8% | $80,911-83.2% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 7.67% | 18.90%-11.2pp | 29.41%-21.7pp | 35.63%-28.0pp |
| Employer contribution / active EE | $1,295 | $2,368-45.3% | $3,022-57.2% | $2,756-53.0% |
| Participant deferral / active EE | $3,706 | $4,119-10.0% | $5,054-26.7% | $4,297-13.7% |
| Admin fee / account holder | $467 | $8,049-94.2% | $9,451-95.1% | $6,935-93.3% |