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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 | $14,772 | $86,949-83.0% | $102,460-85.6% | $80,959-81.8% |
| Participation rate | 97.6% | 72.4%+25.3pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 10.18% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,835 | $2,370-22.6% | $3,025-39.3% | $2,757-33.4% |
| Participant deferral / active EE | $2,445 | $4,121-40.7% | $5,056-51.6% | $4,300-43.1% |
| Admin fee / account holder | $4,036 | $8,048-49.8% | $9,460-57.3% | $6,925-41.7% |