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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 | $12,506 | $81,457-84.6% | $103,378-87.9% | $80,911-84.5% |
| Participation rate | 85.2% | 66.8%+18.3pp | 74.5%+10.7pp | 67.6%+17.5pp |
| Annual return | 5.58% | 25.58%-20.0pp | 24.91%-19.3pp | 35.63%-30.1pp |
| Employer contribution / active EE | $2,064 | $3,107-33.6% | $3,870-46.7% | $2,756-25.1% |
| Participant deferral / active EE | $4,514 | $3,871+16.6% | $5,058-10.8% | $4,297+5.0% |
| Admin fee / account holder | $4,572 | $6,717-31.9% | $8,401-45.6% | $6,935-34.1% |