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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 | $11,726 | $63,949-81.7% | $129,031-90.9% | $94,015-87.5% |
| Participation rate | 94.9% | 63.4%+31.5pp | 73.4%+21.6pp | 70.8%+24.1pp |
| Annual return | 0.80% | 17.56%-16.8pp | 34.67%-33.9pp | 17.84%-17.0pp |
| Employer contribution / active EE | $2,623 | $1,865+40.7% | $3,226-18.7% | $2,790-6.0% |
| Participant deferral / active EE | $3,931 | $3,686+6.6% | $5,217-24.6% | $4,249-7.5% |
| Admin fee / account holder | $2,773 | $5,523-49.8% | $13,208-79.0% | $8,951-69.0% |