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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 | $17,369 | $67,602-74.3% | $82,312-78.9% | $70,126-75.2% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 10.79% | 21.57%-10.8pp | 25.88%-15.1pp | 73.15%-62.4pp |
| Employer contribution / active EE | $603 | $1,755-65.6% | $2,428-75.2% | $2,343-74.2% |
| Participant deferral / active EE | $2,102 | $2,987-29.6% | $3,706-43.3% | $3,332-36.9% |
| Admin fee / account holder | $1,711 | $4,512-62.1% | $5,608-69.5% | $4,645-63.2% |