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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 | $29,820 | $86,949-65.7% | $102,460-70.9% | $80,959-63.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.45% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,846 | $2,370-22.1% | $3,025-39.0% | $2,757-33.1% |
| Participant deferral / active EE | $5,585 | $4,121+35.5% | $5,056+10.5% | $4,300+29.9% |
| Admin fee / account holder | $1,395 | $8,048-82.7% | $9,460-85.3% | $6,925-79.9% |