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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 | $23,375 | $67,602-65.4% | $82,312-71.6% | $70,126-66.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.2pp |
| Annual return | 10.96% | 21.57%-10.6pp | 25.88%-14.9pp | 73.15%-62.2pp |
| Employer contribution / active EE | $992 | $1,755-43.5% | $2,428-59.1% | $2,343-57.6% |
| Participant deferral / active EE | $1,493 | $2,987-50.0% | $3,706-59.7% | $3,332-55.2% |
| Admin fee / account holder | $971 | $4,512-78.5% | $5,608-82.7% | $4,645-79.1% |