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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 | $13,989 | $48,364-71.1% | $71,796-80.5% | $62,881-77.8% |
| Participation rate | 78.6% | 60.6%+17.9pp | 69.1%+9.5pp | 69.3%+9.3pp |
| Annual return | 1.74% | 13.16%-11.4pp | 78.04%-76.3pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,461 | $1,042+40.2% | $1,924-24.1% | $2,281-36.0% |
| Participant deferral / active EE | $2,362 | $2,091+13.0% | $2,794-15.5% | $3,203-26.2% |
| Admin fee / account holder | $1,258 | $3,771-66.7% | $4,815-73.9% | $4,296-70.7% |