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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 | $11,740 | $47,848-75.5% | $81,473-85.6% | $70,126-83.3% |
| Participation rate | 95.2% | 58.3%+37.0pp | 68.0%+27.3pp | 69.5%+25.7pp |
| Annual return | 11.10% | 27.25%-16.1pp | 38.78%-27.7pp | 73.15%-62.0pp |
| Employer contribution / active EE | $914 | $1,527-40.2% | $2,568-64.4% | $2,343-61.0% |
| Participant deferral / active EE | $3,328 | $2,453+35.7% | $3,537-5.9% | $3,332-0.1% |
| Admin fee / account holder | $2,520 | $3,145-19.9% | $4,561-44.8% | $4,645-45.8% |