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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 | $14,791 | $86,949-83.0% | $102,460-85.6% | $80,959-81.7% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.0pp | 67.7%+28.9pp |
| Annual return | 8.21% | 18.89%-10.7pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $1,373 | $2,370-42.1% | $3,025-54.6% | $2,757-50.2% |
| Participant deferral / active EE | $2,244 | $4,121-45.6% | $5,056-55.6% | $4,300-47.8% |
| Admin fee / account holder | $505 | $8,048-93.7% | $9,460-94.7% | $6,925-92.7% |