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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 | $9,212 | $97,550-90.6% | $120,344-92.3% | $87,485-89.5% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.7%+13.8pp | 68.9%+21.5pp |
| Annual return | 11.57% | 18.41%-6.8pp | 20.30%-8.7pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,380 | $2,291-39.7% | $3,020-54.3% | $2,596-46.8% |
| Participant deferral / active EE | $2,298 | $4,230-45.7% | $5,135-55.2% | $4,274-46.2% |
| Admin fee / account holder | $309 | $9,543-96.8% | $12,742-97.6% | $7,775-96.0% |