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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 | $16,963 | $106,524-84.1% | $152,301-88.9% | $87,485-80.6% |
| Participation rate | 89.8% | 75.8%+14.0pp | 82.4%+7.3pp | 68.9%+20.9pp |
| Annual return | 13.84% | 26.89%-13.0pp | 80.50%-66.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,934 | $3,371-13.0% | $4,624-36.6% | $2,596+13.0% |
| Participant deferral / active EE | $4,588 | $6,525-29.7% | $8,004-42.7% | $4,274+7.4% |
| Admin fee / account holder | $2,888 | $8,287-65.2% | $14,398-79.9% | $7,775-62.9% |