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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 | $14,383 | $84,236-82.9% | $170,435-91.6% | $70,126-79.5% |
| Participation rate | 92.2% | 70.8%+21.3pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 11.40% | 23.06%-11.7pp | 205.94%-194.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $860 | $3,387-74.6% | $5,432-84.2% | $2,343-63.3% |
| Participant deferral / active EE | $1,091 | $3,086-64.6% | $4,939-77.9% | $3,332-67.2% |
| Admin fee / account holder | $1,071 | $5,698-81.2% | $13,881-92.3% | $4,645-76.9% |