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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 | $27,892 | $95,453-70.8% | $112,040-75.1% | $82,448-66.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 10.34% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,105 | $2,318-52.3% | $2,954-62.6% | $2,551-56.7% |
| Participant deferral / active EE | $3,357 | $4,224-20.5% | $5,098-34.2% | $4,139-18.9% |
| Admin fee / account holder | $518 | $9,013-94.2% | $12,098-95.7% | $7,234-92.8% |