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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 | $12,206 | $86,949-86.0% | $102,460-88.1% | $80,959-84.9% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.0pp | 67.7%+28.9pp |
| Annual return | 9.19% | 18.89%-9.7pp | 29.47%-20.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $2,678 | $2,370+13.0% | $3,025-11.5% | $2,757-2.9% |
| Participant deferral / active EE | $3,909 | $4,121-5.2% | $5,056-22.7% | $4,300-9.1% |
| Admin fee / account holder | $1,156 | $8,048-85.6% | $9,460-87.8% | $6,925-83.3% |