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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 | $15,317 | $93,598-83.6% | $135,974-88.7% | $75,173-79.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 13.37% | 30.89%-17.5pp | 68.30%-54.9pp | 160.72%-147.3pp |
| Employer contribution / active EE | $1,509 | $3,538-57.3% | $4,859-68.9% | $2,671-43.5% |
| Participant deferral / active EE | $5,963 | $6,405-6.9% | $7,760-23.2% | $4,126+44.5% |
| Admin fee / account holder | $665 | $6,978-90.5% | $10,767-93.8% | $5,651-88.2% |