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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 | $22,688 | $86,949-73.9% | $102,460-77.9% | $80,959-72.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.27% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,999 | $2,370+26.6% | $3,025-0.9% | $2,757+8.8% |
| Participant deferral / active EE | $2,023 | $4,121-50.9% | $5,056-60.0% | $4,300-53.0% |
| Admin fee / account holder | $2,465 | $8,048-69.4% | $9,460-73.9% | $6,925-64.4% |