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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 | $20,581 | $106,524-80.7% | $152,301-86.5% | $87,485-76.5% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.4%-0.3pp | 68.9%+13.2pp |
| Annual return | 12.99% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,243 | $3,371-63.1% | $4,624-73.1% | $2,596-52.1% |
| Participant deferral / active EE | $2,789 | $6,525-57.3% | $8,004-65.2% | $4,274-34.7% |
| Admin fee / account holder | $2,560 | $8,287-69.1% | $14,398-82.2% | $7,775-67.1% |