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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 | $11,626 | $73,787-84.2% | $98,716-88.2% | $82,448-85.9% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.3%+26.7pp | 68.1%+27.9pp |
| Annual return | 10.10% | 18.57%-8.5pp | 31.81%-21.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,201 | $1,511-20.5% | $2,279-47.3% | $2,551-52.9% |
| Participant deferral / active EE | $2,368 | $3,081-23.2% | $4,048-41.5% | $4,139-42.8% |
| Admin fee / account holder | $1,377 | $6,500-78.8% | $8,703-84.2% | $7,234-81.0% |