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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 | $11,454 | $156,398-92.7% | $147,318-92.2% | $138,895-91.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 6.13% | 78.75%-72.6pp | 70.43%-64.3pp | 145.39%-139.3pp |
| Employer contribution / active EE | $958 | $4,853-80.3% | $4,593-79.1% | $4,194-77.2% |
| Participant deferral / active EE | $3,179 | $8,237-61.4% | $7,906-59.8% | $6,396-50.3% |
| Admin fee / account holder | $2,155 | $14,976-85.6% | $13,708-84.3% | $12,562-82.8% |