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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 | $17,071 | $93,598-81.8% | $135,974-87.4% | $75,173-77.3% |
| Participation rate | 85.1% | 75.2%+9.9pp | 81.9%+3.2pp | 67.2%+17.9pp |
| Annual return | 10.16% | 30.89%-20.7pp | 68.30%-58.1pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,042 | $3,538-70.5% | $4,859-78.5% | $2,671-61.0% |
| Participant deferral / active EE | $6,515 | $6,405+1.7% | $7,760-16.0% | $4,126+57.9% |
| Admin fee / account holder | $1,415 | $6,978-79.7% | $10,767-86.9% | $5,651-75.0% |