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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 | $8,592 | $55,713-84.6% | $75,894-88.7% | $72,983-88.2% |
| Participation rate | 96.2% | 61.1%+35.0pp | 69.3%+26.9pp | 69.5%+26.7pp |
| Annual return | 15.85% | 27.60%-11.7pp | 30.76%-14.9pp | 81.01%-65.2pp |
| Employer contribution / active EE | $1,210 | $1,687-28.3% | $2,501-51.6% | $2,440-50.4% |
| Participant deferral / active EE | $2,078 | $2,634-21.1% | $3,603-42.3% | $3,608-42.4% |
| Admin fee / account holder | $623 | $3,980-84.4% | $5,420-88.5% | $5,124-87.8% |