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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 | $17,833 | $86,949-79.5% | $102,460-82.6% | $80,959-78.0% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 10.35% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,164 | $2,370-50.9% | $3,025-61.5% | $2,757-57.8% |
| Participant deferral / active EE | $2,397 | $4,121-41.8% | $5,056-52.6% | $4,300-44.3% |
| Admin fee / account holder | $821 | $8,048-89.8% | $9,460-91.3% | $6,925-88.1% |