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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 | $12,146 | $81,487-85.1% | $102,412-88.1% | $80,935-85.0% |
| Participation rate | 70.7% | 66.8%+3.8pp | 74.5%-3.8pp | 67.7%+3.0pp |
| Annual return | 9.31% | 25.60%-16.3pp | 24.94%-15.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $1,133 | $3,103-63.5% | $3,870-70.7% | $2,757-58.9% |
| Participant deferral / active EE | $2,252 | $3,871-41.8% | $5,060-55.5% | $4,299-47.6% |
| Admin fee / account holder | $1,170 | $6,717-82.6% | $8,388-86.1% | $6,924-83.1% |