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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 | $16,141 | $77,962-79.3% | $178,540-91.0% | $80,935-80.1% |
| Participation rate | 76.9% | 65.7%+11.3pp | 77.1%-0.2pp | 67.7%+9.3pp |
| Annual return | 8.66% | 18.10%-9.4pp | 27.15%-18.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $2,025 | $2,280-11.2% | $3,953-48.8% | $2,757-26.5% |
| Participant deferral / active EE | $2,197 | $4,404-50.1% | $6,281-65.0% | $4,299-48.9% |
| Admin fee / account holder | $3,678 | $7,156-48.6% | $10,424-64.7% | $6,924-46.9% |