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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 | $11,546 | $117,904-90.2% | $102,457-88.7% | $145,978-92.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 7.48% | 31.80%-24.3pp | 29.41%-21.9pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,204 | $3,613-39.0% | $3,022-27.1% | $4,662-52.7% |
| Participant deferral / active EE | $3,257 | $5,733-43.2% | $5,054-35.6% | $6,690-51.3% |
| Admin fee / account holder | $3,502 | $13,329-73.7% | $9,451-63.0% | $13,400-73.9% |